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13809 Research Boulevard Suite 500, Austin, TX 78750 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
13809 Research Boulevard Suite 500, Austin, TX 78750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Austin | TX | 01/2023 | 01/2024 |
| Bbc | Austin | TX | 01/2010 | 12/2022 |
| College Of Financial Planning | Denver | CO | 06/2019 | 11/2022 |
| Intuit | Mountain View | CA | 02/2017 | 12/2021 |
| Treasury Department | Austin | TX | 11/2021 | 06/2022 |
| Wgl | Vienna | VA | 07/2016 | 11/2016 |
| Three-Sixty Wealth Management, Llc | Austin | TX | 02/2024 | Present |
| The Leaders Group Inc. Dba: Simplicity Investments | Summit | NJ | 12/2025 | Present |
1.) Three-Sixty Wealth Management, LLC - 1/31/2024 - 13809 Research Boulevard, Suite 500, Austin, TX 78750 - Managing Member, IAR, Financial Planning, Investment advice and administrative, Invt-Rel, Financial planning and Investment Advisors, 140 hrs/mo; 0 hrs/mo (during trading hours). 2.) Katrina D. Collins Animal Welfare Foundation - 12/24/2015 - Austin, TX - Director, administrative, not Invt Rel, Not-For-Profit organization, 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) Katrina D. Collins Scholastic Achievement Foundation - 12/24/2015 - Austin, TX - Director, administrative, not Invt Rel, Not-For-Profit organization, 10 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-27 |
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