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6500 River Place Suite 200 Building 1, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-29 |
| LA | RA | APPROVED | 2019-11-25 |
Branch Locations
6500 River Place Blvd Ste 200 Building 1, Austin, TX 78738 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstar Financial, Llc | Austin | TX | 09/2011 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 09/2013 | 12/2019 |
| Fidelity Bank | West Des Moines | IA | 01/2017 | 01/2019 |
| Capstar Financial Services Limited Liability Corporation | Austin | TX | 05/2009 | Present |
FINANCE COMMITTEE MEMBER OF THE LIVE AUSTIN CHURCH, VOLUNTEER .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-23 |
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