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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
120 Eastshore Dr Suite 305, Glen Allen, VA 23059 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2014 | 06/2018 |
| Bunting Capital Management | Norfolk | VA | 06/2017 | 08/2017 |
| Integris Wealth Partners | Richmond | VA | 05/2018 | 11/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 11/2018 |
| Millennium Advisory Services, Inc. | Glen Allen | VA | 12/2018 | 01/2025 |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
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