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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 02/2013 | 12/2016 |
| Stifel Nicolaus & Co Inc | Austin | TX | 12/2016 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Bee Cave | TX | 07/2021 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
BONITA MAR LLC POSITION: Owner NATURE: Personal residence in Cabo INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2024 ADDRESS: Cabo, Mexico, United States DESCRIPTION: N/a THIN2WIN-GROVE LLC POSITION: Managing member NATURE: Family LLC that is the entity that owns 50% interest in Bonita Mar LLC which is the entity that our house in Cabo San Lucas Mexico is in. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2024 ADDRESS: Austin, TX 78730, United States DESCRIPTION: None BIG BUTTE LOOKOUT LLC POSITION: Managing member NATURE: Second home in Crested Butte Colorado INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: Austin, TX 78730, United States DESCRIPTION: None LENDERS 4 TENDERS LLC POSITION: Managing member NATURE: Family entity that owns a 5% interest in Bartlett's restaurant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: Austin, TX 78730, United States DESCRIPTION: None
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-08 |
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