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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
1515 S Tryon St, Charlotte, NC 28203 • United States
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Mill | SC | 07/2013 | 05/2021 |
| Kingsview Wealth Management, Llc | Grants Pass | OR | 05/2021 | 08/2024 |
| Forseside Fund Services, Llc | Grants Pass | OR | 06/2021 | 08/2024 |
| Dimensional Fund Advisors | Charlotte | NC | 11/2024 | Present |
Skyline Logistics Network, Inc.; Investment Related - No; Home business; Logistics/last mile delivery - Pickup and delivery; Co-owner; 12/28/2024; 15; 0; Provide last-mile delivery and logistics for FedEx as an independent contractor. Primary responsibilities include management hiring and management, payroll, and real asset (delivery truck) procurement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-23 |
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