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1000 Westbank Dr. Building 3, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
Branch Locations
1000 Westbank Dr. Building 3, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rpg Family Wealth Advisory, Llc | Austin | TX | 09/2011 | 01/2017 |
| Ram Financial Group | Austin | TX | 07/2010 | 01/2017 |
| Adviceperiod, Llc | Austin | TX | 01/2017 | 04/2019 |
| Redbud Advisors Llc Dba Redbud Advisors | Austin | TX | 04/2019 | Present |
| Brookline Wealth, Llc | Austin | TX | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-07 |
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