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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Austin | TX | 08/2013 | 08/2025 |
| Marathon Wealth Partners, Inc | Austin | TX | 08/2025 | Present |
1. ATX Runners LLC; 5602 Lemonwood, Austin, TX 78731; Non-Profit running group; Treasurer; Budget, deposit donations, and pay bills; 07/31/2019; 5 Hours per Week; Not During Securities Trading Hours; Not Investment-Related. 2. Agave Canyon LLC; 5602 Lemonwood, Austin, TX 78731; Second Home; Owner; 07/15/2011; 0 Hours per Day; Not During Securities Trading Hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-07 |
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