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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
3108 N Lamar Blvd Ste B100, Austin, TX 78705 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2014 | 10/2017 |
| Tiaa | Austin | TX | 10/2017 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 10/2017 | 11/2020 |
| Austin Private Wealth, Llc | Austin | TX | 04/2021 | 12/2025 |
| Unemployed | Austin | TX | 11/2020 | 04/2021 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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