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5209 Burnet Road Ste. 210, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hamilton Financial Planning, Llc | Lakeway | TX | 10/2017 | 12/2019 |
| Todd Pilates And Barre | Austin | TX | 09/2017 | 03/2020 |
| Westwood Country Club | Austin | TX | 02/2015 | 10/2017 |
| The University Of Texas | Austin | TX | 08/2013 | 05/2017 |
| Pioneer Wealth Management Group | Austin | TX | 10/2021 | 12/2022 |
| Austin Asset Management | Austin | TX | 01/2020 | 07/2021 |
| Quionage Capital | Austin | TX | 07/2021 | 09/2021 |
| Ml&R Wealth Management Llc | Austin | TX | 01/2023 | 03/2024 |
| Creative Planning, Llc | Austin | TX | 04/2024 | 05/2024 |
| Austin Wealth Management, Llc | Austin | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
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