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901 S Mopac Expressway Building One Suite 110, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-01 |
Branch Locations
901 S Mopac Expressway Building One Suite 110, Austin, TX 78746 • United States
Austin, TX • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 11/2017 |
| Lowenberg Group, Llc | Austin | TX | 11/2017 | Present |
Busi Nm: Tulum Sunshine Partners LLC Investment Related: Yes Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Holding Company, Real Estate Management Title: Managing Member Start Date: 4/3/2014 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: accounting, selecting investments Busi Nm: Carlos H. Lowenberg, Jr. Investment Related: No Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Author Title: Author/Self Start Date: 9/2/2012 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: Writing articles, books, and other literature Busi Nm: Lowenberg Investments GP Investment Related: No Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: has control over Lowenberg Investments LP Title: Member Start Date: 4/2/2009 Hrs/mth: 1 Hrs/mth dur trding hrs: 0 Duties: None Busi Nm: Lowenberg Investments, LP Investment Related: Yes Address: 1516 Forest Trail Austin, TX 78703Nat of Busi: record keeping Title: Partner Start Date: 9/1/2009 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: record keeping, reporting. Busi Nm: Austin Lyric Opera Investment Related: No Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Community Title: Board Member Start Date: 10/1/2014 Hrs/mth: 1 Hrs/mth dur trding hrs: 0 Duties: attend board and committee meetings. Busi Nm: Congress Avenue Services Investment Related: No Address: 1516 Forest Trail Austin, TX 78703Nat of Busi: Service company for paying expenses for Lowenberg Group, LLC. Title: Owner Start Date: 7/1/2010 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: funding, basic corporate oversights Busi Nm: Masterpiece Advisory Group, LLC. Investment Related: No. Address: 1516 Forest Trail Austin, TX 78703. Nat of Busi: Non-RIA consulting entity for valuation of and selling businesses. Title: Managing Member. Start Date: 01/30/2018. Hrs/mth: 1 hr/mo. Busi Nm: NFP Insurance Investment Related: Yes Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Insurance Title: member Start Date: 9/2018 Hrs/mth: 10 Hrs/mth dur trding hrs: 1 Duties: insurance services Busi Nm: Lowenberg Consulting Group, LLC Investment Related: No Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: provides business planning/consulting services (business entity planning, business legacy planning, general business consulting) Title: managing member Start Date: 9/2018 Hrs/mth: 10 dur trding hrs: 0. Busi Nm: Town Lake Interests, LLC Investment Related: Yes Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Holding Company, Real Estate Management Title: Managing Member Start Date: 4/11/2023 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: accounting, selecting investments Busi Nm: NIVELLENSEM, LLC Investment Related: Yes Address: 1516 Forest Trail Austin, TX 78703 Nat of Busi: Holding Company, Real Estate Management Title: Managing Member Start Date: 2/8/2024 Hrs/mth: 2 Hrs/mth dur trding hrs: 0 Duties: accounting, selecting investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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