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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-10 |
Branch Locations
227 N Loop 1604 E Suite 160, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H-E-B | Boerne | TX | 08/2016 | 08/2018 |
| Tech Terrace Rental Properties | Lubbock | TX | 05/2019 | 08/2019 |
| Cagle's Steak & Bbq | Lubbock | TX | 09/2020 | 11/2020 |
| West Texas Card House | Lubbock | TX | 10/2020 | 05/2021 |
| Fuhrmann Hayne & Associates | San Antonio | TX | 06/2021 | 08/2021 |
| Himelick Financial Group | Austin | TX | 01/2022 | 03/2022 |
| Cetera Advisor Networks | El Segundo | CA | 02/2022 | 03/2022 |
| Texas Tech University | Lubbock | TX | 08/2021 | 12/2021 |
| Texas Tech University | Lubbock | TX | 08/2018 | 05/2019 |
| Texas Tech University | Lubbock | TX | 08/2019 | 09/2020 |
| Ulrich Consulting And Investment Group, Llc | San Antonio | TX | 03/2022 | 10/2023 |
| Raymond James Financial Services Inc. | San Antonio | TX | 02/2024 | Present |
| Unemployed | N/A | XX | 11/2023 | 01/2024 |
| Sagespring Wealth Partners | San Antonio | TX | 02/2024 | Present |
1) SageSpring Wealth Partners Not investment related. San Antonio, TX DBA/Support Company Advisor Started: 10/2023 0 hrs per month 0 hrs during trading hrs Support Staff 2) Goebel Construction LLC Not investment related San Antonio, TX 78015 Construction 12/01/2018 Project Supervisor 30 hrs per month 6 hrs during trading hrs Assist with construction projects as needed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-12 |
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