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3800 North Lamar Suite 200, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-12-06 |
Branch Locations
3800 North Lamar Suite 200, Austin, TX 78756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lbj Family Wealth Advisors, Ltd. | Austin | TX | 11/2003 | 04/2021 |
| Lbj Family Wealth Advisors, Ltd. | Austin | TX | 04/2021 | Present |
VP/CONTROLLER OF VARIOUS INVESTMENT AND NON-INVESTMENT RELATED LP AND LLC ENTITIES. 80 HOURS PER MONTH. POSITIONS ARE HELD THROUGH MANAGEMENT/SERVICES AGREEMENTS BETWEEN ENTITIES AND LBJFWA AND NO SEPARATE PAYMENT IS RECEIVED. 3800 north lamar, SUITE 200, AUSTIN, TEXAS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-05 |
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