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7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-24 |
Branch Locations
7719 Wood Hollow Drive Ste 216, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Works Advisory, Inc. | Austin | TX | 03/2022 | Present |
| Calton & Associates, Inc. | Austin | TX | 08/2016 | 12/2024 |
1) Self employed Independent Insurance agent. 2) Employee/Shareholder of Planning Works, Inc., a separate legal entity established for accounting and tax purposes. 3) Volunteer Advisor for Chi Omega Fraternity - Iota Chapter, located in Austin, TX. 4) Independent Sales Representative for The THRIVE Experience, a home based vitamin/nutrition supplement business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-13 |
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