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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-12 |
| VA | RA | APPROVED | 2024-12-12 |
Branch Locations
4075 Wilson Blvd Suite 420, Arlington, VA 22203 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 05/2016 | 12/2024 |
| Bank Of America, N.A. | Washington | DC | 06/2016 | 12/2024 |
| Kestra Investment Services, Llc | Arlington | VA | 12/2024 | Present |
| Kestra Private Wealth Services, Llc | Arlington | VA | 12/2024 | Present |
Business Name: CAMPUS PRIVATE WEALTH POSITION: Co-Founder and COO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/13/2024 ADDRESS: 4075 Wilson Blvd, Ste 420, Arlington VA 22203, United States DESCRIPTION: investment advisor and Chief Operating Office of CPW. Overseeing client relations and investment activity for those clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-23 |
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