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901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-18 |
Branch Locations
7801 Capital Of Texas Highway Suite 310, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Wealth Management, Llc | Austin | TX | 05/2017 | 06/2019 |
| Checchi Capital Advisers, Llc | Beverly Hills | CA | 04/2009 | 04/2017 |
| Gallup Wealth Consulting, Llc | Austin | TX | 07/2019 | 11/2019 |
| Cary Street Partners | Austin | TX | 11/2019 | Present |
1. Independent licensed life, disability, and long term care insurance agent. 8700 Mountainwood Circle Austin, TX 78759. July 2019-Present. 15 hrs/month during trading. 2. serves on the Schwab Advisor Services Client Experience Panel (the "CX Panel"). 3000 Schwab Way, Westlake, TX 76262-8104. Investment-Related, with 1 hour dedicated a month. The CX Panel consists of representatives of independent investment advisory firms who have been invited by Schwab to participate in meetings and discussions of Schwab Advisor Services' services for independent investment advisory firms and their clients. CX Panel members sign nondisclosure agreements with Schwab under which they agree not to disclose confidential information shared with them. This information generally does not include material nonpublic information about the Charles Schwab Corporation, whose common stock is listed for public trading on the New York Stock Exchange (symbol SCHW). The CX Panel meets in person or virtually approximately twice per year and has periodic conference calls scheduled as needed. CX Panel members are not compensated by Schwab for their participation, but Schwab does pay for or reimburse CX Panel members' travel, lodging, meals and other incidental expenses incurred in attending meetings. Schwab may also provide members of the CX Panel a fee waiver for attendance at Schwab conferences such as IMPACT. 3. State Street; Investment-related; 1 Congress Street, Boston, MA 02114; Executive Advisory Board; Board Member; Start date: 10/05/2026; 2 hours per month, 0 hours during trading; Serves as Board Member.
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