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2406 Lake Austin Blvd., Austin, TX 78703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
| VA | RA | APPROVED | 2024-10-21 |
| CO | RA | APPROVED | 2023-10-05 |
| TX | RA | APPROVED | 2021-07-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 09/2005 | 07/2021 |
| Enzi Wealth, Llc | Austin | TX | 07/2021 | 12/2024 |
| Enzi Wealth, Llc | Austin | TX | 01/2025 | 01/2026 |
| Enzi Wealth, Llc | Austin | TX | 01/2026 | Present |
ENZI Tax, LLC., Non- investment related; Austin, TX; Tax preparation, filing, and accounting; Managing Partner; Started -10/09/2021; Hours devoted per month 9; Hours per month during trading hours 0-5; Help tax preparation as needed, business operations, some client service Wildan Enterprises LLC; non-investment related; Austin, TX; real estate holding company; Managing partner; Started - 2005; Hours devoted per month 9; Hours per month during trading hours 0-5; keep the books on two properties leased to ENZI Wealth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-03 |
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