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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial | Austin | TX | 06/2025 | 08/2025 |
| American Campus Communities | Austin | TX | 07/2024 | 08/2024 |
| Lanterra Properties Llc | San Antonio | TX | 05/2021 | 02/2024 |
| 49 Financial | Austin | TX | 07/2026 | Present |
| The University Of Texas At Austin | Austin | TX | 08/2022 | 05/2026 |
| Cornerstone Christian Schools | San Antonio | TX | 08/2008 | 05/2022 |
| Whataburger | San Antonio | TX | 05/2020 | 06/2021 |
Financial Independence Group (FIG); Investment Related; 19520 W Catawba Ave, Ste 200, Cornelius, North Carolina, 2803; nature: fixed insurance; position: fixed insurance agent that sells fixed insurance products; Start date: 07/20/2026 ;number of hours/month devoted to the other business: 20; the number of hours/month devoted outside business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-29 |
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