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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3108 N Lamar Blvd. Suite B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Private Wealth, Llc | Austin | TX | 02/2022 | 12/2025 |
| Physicians Resource Services | Austin | TX | 04/2021 | 07/2021 |
| University Housing And Dining | Austin | TX | 08/2021 | 05/2022 |
| University Housing And Dining | Austin | TX | 08/2020 | 05/2021 |
| University Housing And Dining | Austin | TX | 08/2019 | 05/2020 |
| Twin Creeks Country Club | Cedar Park | TX | 05/2017 | 08/2017 |
| Twin Creeks Country Club | Cedar Park | TX | 05/2018 | 08/2018 |
| Twin Creeks Country Club | Cedar Park | TX | 05/2019 | 08/2019 |
| N/A | N/A | TX | 08/2016 | 05/2017 |
| N/A | N/A | TX | 08/2017 | 05/2018 |
| N/A | N/A | TX | 08/2018 | 05/2019 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-09 |
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