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New Braunfels, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
New Braunfels, TX • United States
West Columbia, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | Houston | TX | 06/2020 | 10/2021 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2020 |
| Tjc - Tyler Junior Collège | Tyler | TX | 08/2016 | 08/2017 |
| Astoria Strategic Wealth | Flower Mound | TX | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-11 |
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