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3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-30 |
Branch Locations
3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carson Group | Omaha | NE | 11/2021 | 09/2022 |
| Cwm, Llc | Omaha | NE | 04/2022 | 09/2022 |
| Regions Bank | Austin | TX | 10/2020 | 10/2021 |
| Regions Bank | Birmingham | AL | 12/2018 | 10/2020 |
| Regions Bank | Birmingham | AL | 05/2016 | 12/2018 |
| Oxbow Advisors, Llc | Austin | TX | 09/2022 | 04/2026 |
| Oxbow Advisors, Llc | Austin | TX | 02/2025 | 04/2026 |
| Meridian Wealth Advisors, Llc | Austin | TX | 04/2026 | Present |
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