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2115 Stephens Place Suite 530, New Braunfels, TX 78130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
2115 Stephens Place Suite 530, New Braunfels, TX 78130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Comptroller Of Public Accounts | Austin | TX | 01/2020 | 01/2021 |
| Texas State University | San Marcos | TX | 08/2015 | 12/2019 |
| Pontem Financial | San Antonio | TX | 02/2021 | 12/2024 |
| Lpl Financial Llc | San Antonio | TX | 12/2022 | 12/2024 |
| Teamwork Financial Advisors, Llc | New Braunfels | TX | 12/2024 | 07/2026 |
| Heritage Haus Wealth Partners Llc | New Braunfels | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-16 |
| S66 | Uniform Combined State Law Examination | 2023-05-19 |
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