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5209 Burnet Road Ste. 210, Austin, TX 78756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Austin Wealth Management, Llc | Austin | TX | 04/2021 | Present |
| The University Of Texas At Austin - Energy Institute | Austin | TX | 07/2019 | 03/2021 |
| The University Of Texas At Austin - Lbj School Of Public Affairs | Austin | TX | 06/2016 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-02 |
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