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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-15 |
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 |
|---|---|---|---|---|
| Carroll Isd | Southlake | TX | 08/2016 | 06/2018 |
| Cafe Express | Southlake | TX | 05/2017 | 08/2018 |
| Marriott International | Grapevine | TX | 06/2019 | 08/2019 |
| Trinity University | San Antonio | TX | 08/2018 | 05/2022 |
| Hg Sply Co | Trophy Club | TX | 06/2020 | 08/2020 |
| Touchstone Golf Llc | San Antonio | TX | 08/2019 | 10/2019 |
| Marriott International | Grapevine | TX | 06/2020 | 08/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2021 | 08/2023 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 05/2022 | 08/2023 |
| Dimensional Fund Advisors | Austin | TX | 08/2023 | Present |
Uber Eats; Investment related - No; 1515 Third Street, San Francisco, CA; Food delivery; Responsibilities include picking up food from restaurants and dropping them off and the customer's residence.; Started 1/1/2023; Approximately 40 hours per month; During security trading hours: 0; Deliver food
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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