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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goalfusion Wealth Management Llc | Austin | TX | 10/2024 | Present |
| Dynamic Systems, Inc. | Austin | TX | 01/2020 | 09/2024 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| Stripes Convenient Store | San Angelo | TX | 05/2017 | 08/2017 |
| Central High School | San Angelo | TX | 10/2014 | 05/2017 |
| Next Step Ministries | Madison | WI | 05/2018 | 08/2018 |
| Next Step Ministries | Madison | WI | 05/2019 | 08/2019 |
| Pine Cove | Flint | TX | 06/2020 | 08/2020 |
| Pine Cove | Flint | TX | 06/2021 | 08/2021 |
| Mcbride Tax Consulting | Pflugerville | TX | 01/2024 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
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