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2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coyle Capital, Llc | Lakeway | TX | 10/2024 | Present |
| Charles Schwab | Westlake | TX | 01/2021 | 09/2024 |
| Pappas Restaurants, Inc. | Grapevine | TX | 04/2012 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-04 |
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