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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-17 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 02/2013 | 04/2018 |
| Waterloo Capital Management | Austin | TX | 04/2018 | Present |
| Calton & Associates, Inc. | Austin | TX | 04/2018 | 04/2024 |
Name of Business: HMI, LLC. Investment related. Address: 6 Rob Roy Road, Austin, TX 78746. Nature of Business: LLC was created to own a small percentage in a private equity investment. Position/Title/Relationship: Partner. Start Date: 2006-2007. Hours per month: Less than 1. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Filing the annual tax return. Partner and Advisor with MAM Group LLC dba AMG Wealth Advisors; manages client assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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