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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| AR | RA | APPROVED | 2024-11-18 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
Bentonville, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montebello Avenue | Phoenix | AZ | 05/2023 | 08/2024 |
| Farnam Financial | Phoenix | AZ | 05/2023 | 08/2024 |
| Virtual Outsource Solutions | Southwest Ranches | FL | 05/2022 | 05/2023 |
| Nova R Wealth | Overland Park | KS | 03/2022 | 05/2022 |
| Starbucks | Overland Park | KS | 01/2022 | 04/2022 |
| Kansas State University | Manhattan | KS | 08/2017 | 06/2021 |
| Kansas State University | Manhattan | KS | 05/2019 | 06/2021 |
| Junction City High Scool | Junction City | KS | 10/2020 | 06/2021 |
| Shawnee Mission West High School | Overland Park | KS | 09/2019 | 01/2020 |
| Alpha Delta Pi | Manhattan | KS | 02/2018 | 04/2018 |
| Starbucks | Shawnee | KS | 03/2017 | 08/2017 |
| Student | Lenexa | KS | 09/2014 | 05/2022 |
| Root Financial Partners | Solana Beach | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-09 |
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