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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-30 |
| TX | RA | APPROVED_RES | 2025-01-29 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
120 Eastshore Dr Suite 305, Glen Allen, VA 23059 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Richmond | VA | 09/2021 | 11/2022 |
| J.P. Morgan Securities Llc | Richmond | VA | 09/2021 | 11/2022 |
| Bank Of America | Richmond | VA | 07/2015 | 07/2021 |
| Bestmark | Minnetonka | MN | 04/2020 | 12/2024 |
| Millennium Advisory Services | Glen Allen | VA | 11/2022 | 01/2025 |
| Capella University | Minneapolis | MN | 09/2017 | 09/2020 |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-01 |
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