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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Georgetown, TX • United States
11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Austin | TX | 07/2014 | 01/2017 |
| Park Ave Securites | Austin | TX | 07/2014 | 01/2017 |
| Allstate Insurance Co | Georgetown | TX | 02/2017 | 04/2022 |
| Opes One Advisors | Austin | TX | 07/2014 | 01/2017 |
| Fidelity Investments | Austin | TX | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68028|OrgNmn:Runstone Capital Management LLC|Org Addr:Georgetown,Texas,US|OBA Nature:Passthrough entity for payroll|Invst Rel:Y|Title:Partner|Duties:Ongoing it will only require receiving in funds, and paying residuals (self and/or staff) and tax reporting. |StrtDt:04-20-22|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-17 |
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