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18925 Base Camp Road Suite 203, Monument, CO 80132 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisors Asset Management, Inc | Monument | CO | 06/2019 | Present |
| Self | Boerne | TX | 08/2014 | 05/2019 |
| Advisors Asset Management, Inc | Boerne | TX | 05/2018 | 08/2018 |
| Baylor University | Waco | TX | 01/2019 | 05/2019 |
| Advisors Asset Management, Inc | Boerne | TX | 05/2017 | 08/2017 |
| First Presbyterian Church | Hillsboro | TX | 01/2017 | 09/2017 |
| First Baptist Church | Boerne | TX | 07/2019 | 12/2019 |
| Mattson Fin. Services | Waco | TX | 09/2018 | 10/2018 |
| Baylor University | Waco | TX | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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