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Cedar Park, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sovereign Asset Advisors Llc | Cedar Park | TX | 06/2020 | Present |
| Thomas D. Forternberry, Attorney At Law | Cedar Park | TX | 11/2009 | Present |
(1) 2009-Present: Thomas D. Fortenberry, Attorney at Law/Not Investment Related/Cedar Park, TX/Attorney/Law Practice/Involves up to 50% time each month, including during traditional business hours.//(2) 2009-Present: Licensed Real Estate Agent/Not Investment Related/Cedar Park, TX/Real Estate Agent/Sales to or referrals for real estate clients/Involves five percent or less time each month, including during traditional business hours.//(3) 2020-Present: Trustee/Investment Related/Cedar Park, TX/Trustee for private trusts/Involves five percent or less time each month, including during traditional hours.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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