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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
| VA | RA | APPROVED | 2025-07-08 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
120 Eastshore Drive, Suite 305, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub Investment Partners | Austin | TX | 07/2025 | Present |
| Wells Fargo Bank N.A. | Charlotte | NC | 10/2023 | 06/2025 |
| Lowe's Companies Inc. | Mooresville | NC | 10/2020 | 10/2023 |
| Lowe's Companies Inc. | Mooresville | NC | 06/2019 | 10/2020 |
| Virginia Tech | Blacksburg | VA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-09 |
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