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777 East Austin, Nacogdoches, TX 75965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Nacogdoches | TX | 09/1992 | 03/2023 |
| Uptick Partners, Llc | Nacogdoches | TX | 03/2023 | Present |
1) BARBER FARMS: NOT INVESTMENT RELATED: FARM LAND RENTAL: SOUTH HAVEN, TX: Start date: 1/1/1999: PARTNER: Hours per week: 0: Hours during trading: 0: No Responsibilities. 2) S&C BARBER ENTERPRISES, LLC: RENTAL, TIMBER, & MINERALS: NACOGDOCHES, TX: Start date: 8/7/2012: PRESIDENT/CEO: Hours per week 2: Hours during trading 0: RENTAL PROPERTY, TIMBER AND MINERAL ROYALTY MANAGEMENT 3) Uptick Partners DBA, owned by Holistic Planning LLC; Not investment related - IAR Recruiting; 777 East Austin St, Nacogdoches, TX 75965; Owner; 3/4/24; 5 hours per month during trading hours; Recruiting and transition consulting. 4) Published book The Bridge Builder Path To Independence; investment related (for breakaway advisors); 777 East Austin, Nacogdoches, TX 75965; co-author; 8/15/24; 0 Hours during securities trading hours; co-author 5) North Starr LLC: Not Investment Related: 56 Holden Road N, Avon, CO, 81620: Active rental income property: Start Date 2/1/2025: 0 hours during securities trading hours: President
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
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