Tristen O Neal Cleve

Current Employers

Core Partners

Austin, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-02-04

TX RA
APPROVED

Since 2020-02-04

Branch Locations

Austin, TX • United States

123 N. Seguin Ave, Suite 216, New Braunfels, TX 78130 • United States

123 N. Seguin Ave, Ste 216, New Braunfels, TX 78130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Intelligent Capital Reserve Group, Llc	Austin	TX	06/2014	Present
Sagepoint Financial	Round Rock	TX	08/2015	01/2020
Core Investment Group, Llc	Austin	TX	01/2020	Present

06/2014 → Present

Intelligent Capital Reserve Group, Llc

Austin, TX
08/2015 → 01/2020

Sagepoint Financial

Round Rock, TX
01/2020 → Present

Core Investment Group, Llc

Austin, TX

Previous Registrations

2016-04-26 → 2020-01-31

Osaic Services, Inc.

Braunfels, TX

New Braunfels, TX

Des Moines, IA

Other Businesses

INTELLIGENT CAPITAL RESERVE GROUP LLC, STARTED 06-01-2011; OWNER, CONSULTANT, INSURANCE PRODUCER. NOT INVESTMENT RELATED. ADDRESS: 7500 Rialto Blvd, Bldg 1, Ste 250, Austin TX 78735 NUMBER OF HOURS: ~120/month, ~100 hours during securities trading hours. DESCRIPTION: ICRG provides insurance products and consulting services to HOAs and condominiums. We offer consulting and insurance services to the Board in an effort to optimize the management of the community's capital reserve funds. ICRG is an insurance agency, and also sells Property and Liability lines.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-04-13
S63	Uniform Securities Agent State Law Examination	2010-01-28

S65 Uniform Investment Adviser Law Examination

2016-04-13
S63 Uniform Securities Agent State Law Examination

2010-01-28

Other Names

Tristen O Cleve

View on SEC IAPD