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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas A&M Corpus Christi | Corpus Christi | TX | 08/2014 | 05/2018 |
| Advanced Filtration Systems | Corpus Christi | TX | 03/2016 | 12/2016 |
| Stifel | Austin | TX | 03/2019 | 07/2021 |
| N/A | Dripping Springs | TX | 05/2018 | 03/2019 |
| Wells Fargo | Bee Caves | TX | 07/2021 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-19 |
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