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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| LA | RA | APPROVED | 2023-05-22 |
| NH | RA | APPROVED | 2023-05-22 |
| TX | RA | APPROVED | 2023-05-22 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 03/2013 | 03/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2019 | 05/2020 |
| Avantax Investment Services, Inc. | Dallas | TX | 05/2021 | 07/2021 |
| Fidelity Investments | Greenwood Village | CO | 12/2021 | 11/2022 |
| Safelite Auto Glass | Colorado Springs | CO | 11/2021 | 12/2021 |
| Charles Schwab | Westlake | TX | 03/2021 | 05/2021 |
| Unemployed | Rhome | TX | 05/2020 | 03/2021 |
| Unemployed | Rhome | TX | 07/2021 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Georgetown | TX | 11/2022 | 04/2023 |
| Kestra Investment Services, Llc | Austin | TX | 05/2023 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-31 |
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