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11651 Jollyville Road Suite 300, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
11651 Jollyville Road Suite 300, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Georgetown | TX | 01/2000 | 11/2025 |
| Bank Of America, Na | Georgetown | TX | 08/2010 | 10/2022 |
| Victor A Garcia, Cpa | Georgetown | TX | 11/2022 | Present |
| Grace Capital Management, Llc | Austin | TX | 11/2025 | Present |
| Good Steward Wealth Advisors, Pllc D/B/A Good Steward Advisors | Georgetown | TX | 11/2024 | Present |
1)Fellowship of Christian Athletes|Non investment-related|Kansas City, MO|Making Disciples through Sports|Board Member|10/2019|Approximately 2 hours/month devoted to this business|No hours/month devoted to this business during securities trading hours|Spiritual advisor, servant leader. 2)Good Steward Wealth Advisors, PLLC d/b/a Good Steward Advisors|Non investment-related|Georgetown, TX|Tax advisory & estate planning consulting|Sole member, Founder, Director, Tax Advisory & Estate Planning Consultant|11/2024|Approximately 72 hours/month devoted to this business|No hours/month devoted to this business during securities trading hours|Develop & implement tax strategies for HNW & UHNW families & businesses. 3)Victor A Garcia, CPA|Non investment-related|Georgetown, TX|Tax Advisory & Tax Preparation|Sole practitioner, CPA|11/2022|Approximately 6 hours/month devoted to this business|No hours/month devoted to this business during securities trading hours|Tax consulting & tax preparation. 3.Appointed with multiple carriers-Life, Accident, Health and HMO|Non investment-related|Georgetown, TX|Insurance|Sole practitioner, Insurance Agent|6/2000|Approximately 2 hours/month devoted to this business|No hours/month devoted to this business during securities trading hours|Sell life & long-term care insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-01 |
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