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2 Spencer Road Suite 102, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Hill Advisors | Fort Worth | TX | 06/2015 | 12/2019 |
| Oak Hill Advisors | Fort Worth | TX | 01/2020 | 10/2021 |
| Varagon Capital Partners | Fort Worth | TX | 11/2021 | 08/2022 |
| Unemployed | Fort Worth | TX | 09/2022 | 12/2022 |
| Bny | Fort Worth | TX | 01/2023 | 12/2024 |
| Bny | Fort Worth | TX | 01/2025 | 08/2025 |
| Hill Country Group | Fort Worth | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-03 |
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