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Current Employers
Goalfusion Wealth Management

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-10
  • TX RA
    APPROVED
    Since 2024-12-10

Branch Locations

Austin, TX • United States

Georgetown, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2024 → Present
    Goalfusion Wealth Management Llc
    Austin, TX
  • 01/2020 → 09/2024
    Dynamic Systems, Inc.
    Austin, TX
  • 08/2017 → 05/2021
    Texas A&M University
    College Station, TX
  • 05/2017 → 08/2017
    Stripes Convenient Store
    San Angelo, TX
  • 10/2014 → 05/2017
    Central High School
    San Angelo, TX
  • 05/2018 → 08/2018
    Next Step Ministries
    Madison, WI
  • 05/2019 → 08/2019
    Next Step Ministries
    Madison, WI
  • 06/2020 → 08/2020
    Pine Cove
    Flint, TX
  • 06/2021 → 08/2021
    Pine Cove
    Flint, TX
  • 01/2024 → 04/2024
    Mcbride Tax Consulting
    Pflugerville, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10

View on SEC IAPD

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