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250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 08/2018 | 08/2020 |
| Rbfcu Investments Group, Llc | Live Oak | TX | 08/2017 | 01/2018 |
| Randolph Brooks Federal Credit Union | Live Oak | TX | 05/2017 | 08/2017 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2015 | 09/2017 |
| University Of Texas At San Antonio | San Antonio | TX | 08/2014 | 05/2018 |
| The Finish Line | San Antonio | TX | 11/2016 | 12/2016 |
| Aspiriant, Llc | Austin | TX | 08/2020 | 03/2022 |
| Sendero Wealth Management, Llc | San Antonio | TX | 09/2024 | Present |
| Aspiriant, Llc | Austin | TX | 03/2022 | 09/2023 |
| Ebay | Austin | TX | 09/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-11 |
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