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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Minnetonka | MN | 05/2021 | 12/2021 |
| Student | Maple Grove | MN | 09/2005 | 08/2022 |
| Ubs Financial Services | Charlotte | NC | 10/2022 | 02/2026 |
| Dimensional Fund Advisors | Charlotte | NC | 02/2026 | Present |
Voyager Escapes LLC;Investment-related - no;Real estate related;Rental properties;Founder;Founder;04/10/2023;0;0;LLC for rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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