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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 08/2015 | 11/2021 |
| Growray Technologies | Boulder | CO | 11/2021 | 01/2022 |
| Ditto Beverage Technologies | Austin | TX | 07/2022 | 02/2024 |
| Cresvita Consulting Llc | Austin | TX | 02/2022 | 08/2024 |
| Cresvita Capital Llc | Austin | TX | 08/2024 | Present |
the name of the other business - Cresvita Coaching LLC whether the business is investment-related - No the address of the other business - 5900 Balcones Suite 100, Austin, TX 78731 the nature of the other business - Financial Coaching your position - Founder title, or relationship with the other business - Founder/Coach the start date of your relationship - 08/15/2025 the approximate number of hours/month you devote to the other business - 10-15 the number of hours you devote to the other business during securities trading hours - 0-5 and briefly describe your duties relating to the other business - Helping individuals learn financial literacy and understand how they can take control of their finances by developing good saving, spending, and budgeting habits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
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