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609 Castle Ridge Road Suite 445, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-01 |
Branch Locations
609 Castle Ridge Road Suite 445, Austin, TX 78746 • United States
Kailua, HI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David French & Associates, Llc | Austin | TX | 12/2018 | Present |
| Wealthsource Partners, Llc | Austin | TX | 01/2021 | 04/2022 |
| Carpenter & Langford, Pllc | Austin | TX | 01/2013 | 01/2019 |
| French Family Office, Llc | Austin | TX | 02/2022 | Present |
1. DAVID FRENCH & ASSOCIATES, LLC; NOT INVESTMENT-RELATED; 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746; TAX AND ACCOUNTING FIRM; OWNER; START 02/2018; APPROXIMATELY 200 HOURS/MONTH; APPROXIMATELY 68 HOURS/MONTH DURING SECURITIES TRADING HOURS; FIRM MANAGEMENT AND ENGAGEMENT OVERSIGHT. 2. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746; INSURANCE SALES; INSURANCE AGENT; START 06/2020; APPROXIMATELY 0 HOURS/MONTH; APPROXIMATELY 0 HOURS/MONTH DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. 3. DF Wealth Management. Non-Investment Related. 609 Castle Ridge Road, Suite 445, AUSTIN, TEXAS 78746. PASS THROUGH ENTITY FOR SOLICITOR FEES. START 01/2021. APPROXIMATELY 0 HOURS/MONTH; APPROXIMATELY 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-15 |
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