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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeworks Advisors, Llc | Austin | TX | 05/2026 | Present |
| Kestra Financial, Inc. | Austin | TX | 04/2014 | 06/2021 |
| Kingswood Capital Partners, Llc | Austin | TX | 01/2022 | 05/2026 |
| Texas Capital Bank Private Wealth Advisors | Austin | TX | 06/2021 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-18 |
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