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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel | Austin | TX | 04/2022 | 02/2023 |
| Texas Municipal Retirement System | Austin | TX | 01/2018 | 03/2022 |
| Waldo Photos | Austin | TX | 07/2017 | 12/2017 |
| Notley | Austin | TX | 02/2016 | 06/2017 |
| Sapient Capital | Austin | TX | 02/2023 | 12/2023 |
| Pomifer Capital | Austin | TX | 09/2024 | Present |
| None | Austin | TX | 01/2024 | 09/2024 |
Catholic Foundation - Diocese of Austin , non-investment related; 6225 Highway 290 East, Austin, TX 78723; The Catholic Foundation - Diocese of Austin is a self-governing, Catholic non-profit corporation serving the parishes, Catholic schools and Catholic ministries within the 25 Central Texas counties comprising the Diocese of Austin; Investment Committee member; start date:06/19/2025. 2-3 hours per quarter; 0 hours during trading hours. Duties would include helping with reviewing & potentially proposing changes to the IPS, monitoring the performance of the investment portfolio and the Investment Advisor managing the foundation's assets, reporting to the Foundation's Board on the status of the portfolio, and recommending the selection/monitoring/termination of the Investment Advisor to the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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