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Austin T Caswell

Integrated Wealth Strategies, LLC

Austin, TX

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Current Employers
Integrated Wealth Strategies, Llc

11044 Research Blvd., Suite A-400, Austin, TX 78759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-21
  • TX RA
    APPROVED
    Since 2016-10-21

Branch Locations

11044 Research Blvd., Suite A-400, Austin, TX 78759 • 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
OrganizationCityStateFromTo
Integrated Wealth Strategies Austin TX 06/2013 Present
Integrated Wealth Strategies Austin TX 09/2016 Present
  • 06/2013 → Present
    Integrated Wealth Strategies
    Austin, TX
  • 09/2016 → Present
    Integrated Wealth Strategies
    Austin, TX
Other Businesses

INTEGRATED WEALTH STRATEGIES-06/2013- 1717 W. 6TH ST. #108 AUSTIN, TX 78703; NOT INVESTMENT RELATED; ANALYST; 90 HOURS DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-21
  • S65 Uniform Investment Adviser Law Examination
    2016-10-21

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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