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835 Main Street Building 200, Buda, TX 78610 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-04 |
Branch Locations
Round Rock, TX • United States
835 Main Street Building 200, Buda, TX 78610 • 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 |
|---|---|---|---|---|
| Park Avenue Securities | New York | NY | 03/2016 | 07/2023 |
| Securities America, Inc. | Liberty Hill | TX | 07/2023 | 06/2024 |
| Securities America Advisors | Liberty Hill | TX | 07/2023 | 06/2024 |
| Osaic Wealth, Inc. | Liberty Hill | TX | 06/2024 | 12/2024 |
| Osaic Wealth, Inc. | Liberty Hill | TX | 06/2024 | 12/2024 |
| Transce3Nd Llc | Kyle | TX | 12/2024 | Present |
| Realta Equities, Inc. | Wilmington | DE | 01/2025 | Present |
(1) Hill Country Wealth Strategies; non-functioning entity (2) Transcend; 165 Elmhurst Ste B Kyle, TX 78640; start: 12/2024; https://transcendim.com; Investment Advisory Sales; Investment Advisor Representative; Assets Under Management Fees; 40 hours per week during normal trading hours. (3) Davidson Development and Design; 1008 Texas Loop 332 Liberty Hills, TX 78642; non-functioning entity (4) Advisors Excel; 2950 SW McClure Rd Topeka, KS 66614; insurance sales; https://www.advisorexcel.com; selling insurance policies; commissions; 40 hours per week during normal trading hours. (5) Exit Plan Design Service (Hill County Business Strategies); not investment related; exit plan design for business owners; www.hillcobiz.com; exit planning coach; fees for services; 40 hours per week during normal trading hours. (6) Breakline Wealth and Tax; Investment related; start: 2/2026; 1008 Main Street Liberty Hill, TX 78642; www.breaklinewealth.com; Commissions; wealth advisor; 160 hours per month during normal trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-25 |
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