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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-29 |
| VA | RA | APPROVED | 2025-01-29 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
120 Eastshore Dr Suite 305, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Advisory Services | Glen Allen | VA | 04/2022 | 01/2025 |
| Chesterfield County Public Schools | Chesterfield | VA | 10/2021 | 04/2022 |
| Fidelity Investments | Durham | NC | 05/2021 | 10/2021 |
| Longwood University | Farmville | VA | 08/2017 | 05/2021 |
| Car Pool | Henrico | VA | 06/2015 | 08/2019 |
| Douglas Freeman Hs | Henrico | VA | 09/2013 | 08/2017 |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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