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306 W 7Th Street Ste 640, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-08 |
Branch Locations
306 W 7Th Street Ste 640, Fort Worth, TX 76109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cline Financial, Llc | Austin | TX | 08/2022 | Present |
| Aquila Environmental, Llc | Fort Worth | TX | 04/2022 | 11/2023 |
| Pricewaterhousecoopers Llp | Dallas | TX | 09/2018 | 04/2022 |
| Financial Accounting Foundation | Norwalk | CT | 07/2017 | 06/2018 |
| Unemployed | Fort Worth | TX | 06/2018 | 09/2018 |
| Texas Christian University | Fort Worth | TX | 08/2012 | 05/2017 |
| Nolet Wealth Management, Llc | Fort Worth | TX | 12/2023 | Present |
| Cline Financial, Llc | Austin | TX | 01/2023 | 12/2023 |
1) Cline Financial, 5900 BALCONES DRIVE, STE 8318, AUSTIN, TX 78731, Non-Investment Related, Owner, Start 01/2023, Tax Prep, Less than 10 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-30 |
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