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2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
2009 S. Capital Of Texas Hwy. Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Rent-A-Car | South Burlington | VT | 06/2015 | 08/2017 |
| Baylor University | Waco | TX | 08/2015 | 05/2019 |
| Bsr Cable Park | Waco | TX | 08/2019 | 09/2019 |
| Axa Advisors, Llc | New York | NY | 09/2019 | 10/2019 |
| Stowe Mountain Resort | Stowe | VT | 07/2018 | 08/2018 |
| Unemployed | Shelburne | VT | 05/2019 | 08/2019 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 11/2019 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 09/2022 | 12/2024 |
| Equitable Financial Life Insurance | Austin | TX | 09/2019 | 10/2019 |
| Parson Barefoot Ski Ranch | Waco | TX | 06/2019 | 08/2019 |
| Bank Of America, N.A. | Austin | TX | 12/2022 | 12/2024 |
| Beck Capital Management | Austin | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
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