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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-12 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Inv./Putnam Retail Management | Andover | MA | 02/2014 | 01/2024 |
| Raymond James Financial Services Inc. | Austin | TX | 01/2024 | 06/2024 |
| The Santamaria Wealth Group/Sr Santamaria & Associates Llc | Austin | TX | 01/2024 | 06/2024 |
| Raymond James Financial Services Advisors, Inc. | Austin | TX | 01/2024 | 06/2024 |
| Santamaria Wealth Group | Austin | TX | 01/2024 | 06/2024 |
| Hub Investment Partners, Llc | Austin | TX | 06/2024 | Present |
| Hub International Investment Services | Austin | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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