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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| VA | RA | APPROVED | 2023-08-24 |
Branch Locations
801 Barton Springs Rd, Austin, TX 78704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yhb Wealth Advisors | Leesburg | VA | 08/2018 | 01/2021 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 08/2016 | 06/2018 |
| Savant Wealth Management | Mclean | VA | 02/2021 | 07/2022 |
| Unemployed | Littleton | CO | 06/2018 | 08/2018 |
| Root Financial Partners | Solana Beach | CA | 08/2023 | Present |
| Splunk, Inc | San Francisco | CA | 08/2022 | 05/2023 |
Occasional consulting services to unaffiliated financial services firms, offering industry insights and perspective based on his experience. This activity is investment-related and typically involves strategic discussions, market research, or operational feedback. He is compensated hourly and averages approximately 2 hours per month, including up to 2 hours during trading hours. This activity is conducted independently and does not involve solicitation of advisory clients or securities transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-13 |
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