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6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-08 |
Branch Locations
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot | Evergreen | CO | 04/2014 | 09/2016 |
| Universty Of Colorado | Denver | CO | 08/2016 | 05/2018 |
| Scottrade, Inc. | Westminster | CO | 09/2016 | 02/2018 |
| Td Ameritrade, Inc. | Omaha | NE | 02/2018 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 06/2020 |
| M Holdings Securities, Inc. | Portland | OR | 03/2020 | 03/2020 |
| Erben Associates Llc. | Austin | TX | 03/2020 | 03/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | 07/2023 |
| Victory Financial | Austin | TX | 07/2023 | Present |
| Red Rocks Church Austin | Austin | TX | 07/2021 | Present |
Red Rocks Church Austin; Not Investment Related; Address - 7625 N I35, AUSTIN, TX 78752; Nature - Religious Institution; Position - Technical Director and Youth Pastor; Start Date - 07/01/2021; Hours/Month - 40hrs; Hours/Month During Trading Hours - 0hrs; Duties - Coordinate with parents, students, volunteers, and church staff members to lead weekly meetings for middle school and high school students.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-31 |
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