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2901 Caballo Ranch Blvd., Suite 5D, Cedar Park, TX 78641 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
2901 Caballo Ranch Blvd., Suite 5D, Cedar Park, TX 78641 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Network, Inc., Dba Oxford Wealth Advisors | Austin | TX | 09/2018 | 10/2023 |
| Sunpower Corp | San Jose | CA | 09/2012 | 04/2018 |
| Townsquare Capital | Austin | TX | 04/2020 | 06/2023 |
| Unemployed | Leander | TX | 04/2018 | 09/2018 |
| Portside Wealth Group | Provo | UT | 04/2023 | 02/2024 |
| Vital Retirement | Cedar Park | TX | 10/2023 | Present |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 02/2024 | Present |
| Helios Financial Services, Llc | Cedar Park | TX | 11/2023 | Present |
Insurance Agent, non investment related, 2901 Caballo Ranch Blvd., Suite 5D Cedar Park, TX 78641, Insurance, Sep 2018, 20 hours per month, 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-15 |
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