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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-03 |
| NC | RA | APPROVED | 2026-01-30 |
| NY | RA | APPROVED | 2024-07-10 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
2 Pomperaug Office Park Ste 301, Southbury, CT 06488 • United States
475 Park Avenue South Suite 2100, New York, NY 10016 • United States
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2018 | 02/2024 |
| Nomad Aquatics And Fitness Center | Huntersville | NC | 05/2017 | 05/2018 |
| Nomad Aquatics And Fitness Center | Huntersville | NC | 08/2016 | 05/2018 |
| Nomad Aquatics And Fitness Center | Huntersville | NC | 03/2013 | 05/2018 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2016 | 12/2017 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2024 | 06/2024 |
| Kestra Investment Services, Llc | New York | NY | 07/2024 | Present |
| Kestra Advisory Services | New York | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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