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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Houston - Downtown | Houston | TX | 09/2021 | 08/2022 |
| The Home Depot | Conroe | TX | 04/2016 | 05/2022 |
| The University Of Houston | Houston | TX | 05/2015 | 05/2022 |
| Equitable Advisors, Llc | New York | NY | 08/2022 | 02/2024 |
| Lpl Financial Llc | Austin | TX | 03/2024 | 06/2025 |
| Kestra Investment Services, Llc | Austin | TX | 07/2025 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-20 |
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