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6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Masterpiece Capital, Llc | Austin | TX | 03/2022 | 01/2025 |
| T. Rowe Price | Colorado Springs | CO | 05/2020 | 02/2022 |
| Mobile Tel - At&T Retailer | Wheaton | IL | 04/2019 | 05/2020 |
| T-Roc, Comcast Retailer | Dekalb | IL | 11/2017 | 04/2019 |
| Petsmart | Dekalb | IL | 06/2016 | 11/2017 |
| Leafhouse Financial Advisors | Austin | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-11 |
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