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100 North 6Th Street Suite 500, Waco, TX 76701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
100 North 6Th Street Suite 500, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disciplined Investors, L.L.C. | Waco | TX | 11/2024 | Present |
| Coryell Health | Gatesville | TX | 03/2024 | 10/2024 |
| University Of Texas At Austin | Austin | TX | 08/2020 | 05/2023 |
| University Of Oklahoma | Norman | OK | 08/2024 | Present |
| Unemployed | N/A | XX | 05/2015 | 07/2020 |
| Unemployed | N/A | XX | 06/2023 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
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