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1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-23 |
Branch Locations
1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Assetbuilder, Inc | Plano | TX | 06/2025 | Present |
| Lower Colorado River Authority | Austin | TX | 05/2024 | 08/2024 |
| Lake Austin Spa Resort | Austin | TX | 07/2023 | 08/2023 |
| Benedict Mccabe | Austin | TX | 05/2023 | 07/2023 |
| Southstar Bank | Austin | TX | 05/2022 | 08/2022 |
| Hotworx | Gainesville | FL | 02/2025 | 06/2025 |
| Student | Gainesville | FL | 08/2024 | 02/2025 |
| Student | Gainesville | FL | 08/2023 | 05/2024 |
| Student | Gainesville | FL | 08/2022 | 05/2023 |
| Student | Austin | TX | 01/2015 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-08 |
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