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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-12 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Denver | CO | 07/2023 | 11/2024 |
| Unemployed | Denver | CO | 07/2013 | 07/2021 |
| Charles Schwab | Lone Tree | CO | 06/2022 | 08/2022 |
| The Club At Flying Horse | Colorado Springs | CO | 07/2021 | 09/2021 |
| Unemployed | Denver | CO | 09/2021 | 06/2022 |
| Unemployed | Denver | CO | 08/2022 | 07/2023 |
| Dimensional Fund Advisors | Austin | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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