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116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dow Chemical Company | Midland | MI | 06/2016 | 04/2021 |
| Sage Wealth Planning, Llc | Georgetown | TX | 05/2021 | Present |
Twin Capital Investments, LLC investment-related private residence in Round Rock, TX real estate investment company Member April 2019 1 hour per month 0 hours during trading I use my own capital to invest in small multi-unit buildings. I also help manage the properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-18 |
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