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6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leafhouse Financial Advisors | Austin | TX | 09/2025 | Present |
| Saint Theresa Catholic Church | Austin | TX | 08/2024 | Present |
| All Star Auto Parts, Llc | Austin | TX | 01/2023 | 06/2023 |
| Public Utility Commission Of Texas | Austin | TX | 06/2021 | 09/2025 |
| Fresh Baguette | Washington | DC | 04/2020 | 08/2020 |
| Catholic University Of America | Washington | DC | 01/2019 | 07/2019 |
| Catholic University Of America | Washington | DC | 07/2017 | 06/2021 |
| George Bush High School | Houston | TX | 08/2013 | 07/2017 |
Saint Theresa Catholic Church 4311 Small Drive, Austin, TX, 78731 Data Analyst Start date: 08/24 Investment related: No Nature of business: Church Hours/month: 10 Hours/month during securities trading hours: 0 Duties: Tuition and donation data management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-26 |
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