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9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bon Japanese Cuisine | Bee Cave | TX | 01/2025 | 02/2025 |
| Nido | Austin | TX | 06/2024 | 01/2025 |
| Unemployed | Lakeway | TX | 02/2024 | 06/2024 |
| Carve American Grille - Perry's Inc. | Austin | TX | 05/2023 | 02/2024 |
| Omni Barton Creek | Austin | TX | 06/2022 | 05/2023 |
| Whole Foods | Austin | TX | 03/2022 | 07/2022 |
| Unemployed | Lakeway | TX | 08/2021 | 03/2022 |
| Lakeway Marina | Austin | TX | 04/2021 | 08/2021 |
| Unemployed | Lakeway | TX | 09/2018 | 04/2021 |
| H-E-B | Lakeway | TX | 03/2018 | 09/2018 |
| Unemployed | Lakeway | TX | 01/2015 | 03/2018 |
| Charles Schwab & Co., Inc. | Austin | TX | 03/2025 | 04/2026 |
| Halbert Wealth Management, Inc | Austin | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-22 |
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