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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
Branch Locations
8911 N. Capital Of Texas Highway Bldg 4, Suite4350, Austin, TX 78759 • United States
Lakeway, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boise | ID | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 06/2018 |
| Guardian Life Insurance Company | Greenwood Village | CO | 06/2018 | 07/2019 |
| Park Avenue Securities | Greenwood Village | CO | 06/2018 | 07/2019 |
| Lincoln Financial Advisors, Inc | Denver | CO | 07/2019 | 11/2024 |
| Equitable Advisors, Llc | New York | NY | 11/2024 | Present |
1. DRISCOLL WEALTH MANAGEMENT LLC; DBA; START 10/15/2019; APPROXIMATELY 160 HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-02 |
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