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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Lewisville | TX | 06/2021 | 03/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 06/2021 | 03/2022 |
| St. Mary's Hall | San Antonio | TX | 07/2011 | 05/2017 |
| Jake Rother Tennis Academy | San Antonio | TX | 05/2017 | 06/2017 |
| Unemployed | Easton | PA | 07/2017 | 05/2019 |
| Argo Group | San Antonio | TX | 06/2019 | 08/2019 |
| Unemployed | Easton | PA | 09/2019 | 05/2020 |
| Tiaa | Charlotte | NC | 06/2020 | 08/2020 |
| Unemployed | Easton | PA | 09/2020 | 05/2021 |
| Neuberger Berman | Dallas | TX | 03/2022 | 09/2024 |
| Coefficient | Austin | TX | 02/2025 | 07/2025 |
| Kestra Investment Services, Llc | Austin | TX | 07/2025 | Present |
| Self-Employed | Dallas | TX | 09/2024 | 02/2025 |
| Kestra Advisory Services, Llc | Austin | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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