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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-06 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zt Wealth Advisory | Houston | TX | 05/2016 | 10/2020 |
| Hub Investment Partners, Llc | Austin | TX | 10/2020 | Present |
Foundation 99. Not investment related. San Marcos, Texas. Position: Board member. Nature: As a Board Member I work with the other members of the board to strategize fundraising opportunities, assist with onboarding for new clients and some volunteer financial coaching. Start: 10/1/2020. Hours a month:2. Hours during trading:0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-27 |
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