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300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-18 |
Branch Locations
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choate Rosemary Hall | Wallingford | CT | 09/2013 | 09/2018 |
| Miami University | Oxford | OH | 09/2017 | 06/2021 |
| Tincup Construction | Crested Butte | CO | 06/2021 | 12/2021 |
| Erben Associates Llc | Austin | TX | 01/2022 | Present |
| M Holdings Securities, Inc. | Austin | TX | 12/2022 | Present |
1. Erben Associates LLC; 300 Beardsley Ln, Ste D-200, Austin TX 78746; M Financial Group Member Firm Affiliation; Investment Related; Client Services Manager; Exit and Succession Planning; 1/3/2023; 200 hours per month; 200 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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