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2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-27 |
Branch Locations
2801 Via Fortuna Suite 250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Atlanta | GA | 09/2015 | 09/2019 |
| Ubs Financial Services Inc. | Atlanta | GA | 01/2019 | 09/2019 |
| Goldman Sachs & Co. Llc | Atlanta | GA | 09/2019 | 03/2023 |
| Oxford Financial Group, Ltd. | Atlanta | GA | 03/2023 | 08/2025 |
| Waterloo Capital | Atlanta | GA | 07/2026 | Present |
| Unemployed | Atlanta | GA | 09/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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