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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 01/2022 | 06/2023 |
| Conn's Homeplus | Hurst | TX | 08/2021 | 01/2022 |
| N/A | Fort Worth | TX | 05/2021 | 08/2021 |
| Austin's Pizza | Austin | TX | 09/2018 | 01/2019 |
| University | Austin | TX | 08/2017 | 05/2021 |
| Culver's | O'FAllon | MO | 11/2016 | 08/2018 |
| High School | Wentzville | MO | 03/2016 | 11/2016 |
| Charles Schwab And Co., Inc. | Westlake | TX | 06/2023 | 06/2024 |
| Fisher Investments | Plano | TX | 07/2024 | 12/2024 |
| Kestra Investment Services Llc | Austin | TX | 01/2025 | Present |
| Kestra Advisory Services Llc | Austin | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-10 |
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