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3904 Petra Path, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. Holdings Securities, Inc. | Portland | OR | 10/2001 | 02/2018 |
| Cavner Social Enterprises, Llc | Austin | TX | 07/2014 | Present |
| Wcl Partners, Lp | Austin | TX | 01/2003 | 12/2018 |
| Insurance Distributors International | Austin | TX | 03/1999 | Present |
| Design Run Group, Llc | Austin | TX | 02/2019 | Present |
Design Run Group, LLC, non-investment related 1005 La Posada Drive, Austin, TX 78752; Chief Mission Officer, start date of business February 2019; number of hours devoted: 10 hours per week. The company seeks to improve the lives of people in vulnerable communities through innovation in health care; it is not an investment related business. Insurance Distributors International, non-investment related, 3602 Murillo Circle, Austin, TX 78703; Shareholder; start date of business 03/1999; number of hour devoted:less than 1 hour per month. The company is an insurance brokerage agency; it is not an investment related business. Austin Together; non-investment related; Austin, Texas; Nonprofit organization that fosters collaboration amount nonprofit organizations in Central Texas; Member, Board of Directors; Start date 2023; devotes 5 hours per month; 0 hours during securities trading hours; Serves as member of the Board of Directors, providing oversight and guidance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-04-26 |
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