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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-10 |
Branch Locations
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
901 S. Mopac Expressway, Barton Oaks V, Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Texas At Austin | Austin | TX | 08/2018 | 06/2021 |
| Tiaa Financial Services | Charlotte | NC | 06/2021 | 08/2021 |
| The University Of Texas At Austin | Austin | TX | 08/2021 | 05/2022 |
| Silicon Hills Wealth Management | Austin | TX | 02/2022 | 05/2022 |
| Silicon Hills Wealth Management | Austin | TX | 06/2022 | 03/2023 |
| Unemployed | San Angelo | TX | 01/2012 | 08/2018 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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