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500 W. 13Th Street, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2022-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 07/2020 |
| Realized Financial, Inc. | Austin | TX | 02/2022 | Present |
| Sabbatical | Austin | TX | 07/2020 | 02/2022 |
1.Rental Property Investment Related: No Address: 5728 Arrowhead El Paso TX 79924 Nature of Business: Real Estate Position, Title or Relationship: Owner of home. Start Date: 2/2/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Long-term rental property. 2. Quiet Events; DJ; not investment related; Austin, TX; time per month 2-10 hours; start date: 11/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-27 |
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