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7701 San Felipe Blvd. Suite 100, Austin, TX 78729 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-04 |
Branch Locations
7701 San Felipe Blvd. Suite 100, Austin, TX 78729 • United States
6701 Sanger Ave. Suite 105B, Waco, TX 76710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 04/2014 | 09/2016 |
| Hcaa, Llc | Gatesville | TX | 09/2008 | Present |
| Fort Wealth Management | Katy | TX | 07/2014 | Present |
| Corecap Advisors, Inc. | Spring | TX | 09/2016 | 12/2019 |
| Fort Advisors, Inc. | Austin | TX | 09/2019 | Present |
| Pearcy Retirement Solutions | Waco | TX | 08/2014 | Present |
HCAA, LLC, PHYSICAL THERAPY COMPANY, PARTIAL OWNER, NON-INVESTMENT RELATED, 10 HOURS MONTH, MANAGE PAYMENTS/PAYROLL PEARCY RETIREMENT SOLUTIONS; INVESTMENT RELATED; WACO, TX; OWNER & INSURANCE REP; START 08/2014; 80 HRS/MO DURING TRADING. Fort Wealth Management, non-investment related, KATY, TX, wealth management, sales representative, 07/2014, 40 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-22 |
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