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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
248 Addie Roy Rd Suite C-103, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kintra Wealth, Llc | Austin | TX | 06/2026 | Present |
| Leander Independent School District | Leander | TX | 06/2018 | 05/2026 |
| Trinity Episcopal School | Austin | TX | 08/2012 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-28 |
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