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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
105 Decker Ct Ste 730, Irving, TX 75062 • United States
105 Decker Court Suite 730, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-29 |
Branch Locations
105 Decker Court Suite 730, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 11/2013 | 10/2018 |
| Jpmorgan Chase Bank Na | Chicago | IL | 11/2013 | 10/2018 |
| Jpmorgan Chase Bank Na | Fort Worth | TX | 11/2018 | 10/2020 |
| Jpmorgan Securities Llc | Fort Worth | TX | 11/2018 | 10/2020 |
| Unemployed | Forth Worth | TX | 11/2020 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 03/2023 |
| Cottonwood Capital Advisors | Irving | TX | 06/2021 | Present |
| Alongside, Llc Dba Cottonwood Capital | Irving | TX | 04/2026 | Present |
Fixed insurance sales; as of 06/01/2021; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-28 |
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