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Tyson Slesnick

Unitas Partners LLC

Austin, TX

CRD 7256368

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Employer firm

Unitas Partners LLC CRD 331564

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Unitas Partners Llc

7301 N Ranch Road 620 Ste 155-107, Austin, TX 78726 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

7301 N Ranch Road 620 Ste 155-107, Austin, TX 78726 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Austin TX 04/2020 04/2023
Dimensional Fund Advisors Austin TX 10/2014 06/2018
Novus Partners Austin TX 06/2018 04/2020
Morones Analytics Austin TX 04/2023 Present
  • 04/2020 → 04/2023
    Charles Schwab & Co., Inc.
    Austin, TX
  • 10/2014 → 06/2018
    Dimensional Fund Advisors
    Austin, TX
  • 06/2018 → 04/2020
    Novus Partners
    Austin, TX
  • 04/2023 → Present
    Morones Analytics
    Austin, TX
Previous Registrations
Other Businesses

Tax preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-23
  • S65 Uniform Investment Adviser Law Examination
    2020-05-23
Other Names
  • Tyson Wolfe Slesnick

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

More in Austin, TX

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