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1900 Broadway Suite 900, San Antonio, TX 78215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
1900 Broadway Suite 900, San Antonio, TX 78215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bull Creek Financial Services Llc | Austin | TX | 06/2012 | 12/2018 |
| Windmuehle Llc | Austin | TX | 01/2019 | 07/2024 |
| 1900 Wealth Management Llc | San Antonio | TX | 07/2024 | Present |
1. Southwestern University; not investment related; 1001 E University Ave, Georgetown, TX 78626; Higher education; Trustee; Started on 7/1/2020; 12 hours per quarter; participate in trustee meetings. 2. The Catholic Foundation-Diocese of Austin; not investment related; 6225 E US 290 Hwy Svrd EB, Austin, TX 78723; church; board member and chairperson of investment committee; started 7/1/2024; four hours per quarter; participate in quarterly board and investment committee meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
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