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801 Barton Springs Rd, Austin, TX 78704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Puget Sound | Tacoma | WA | 08/2007 | 05/2018 |
| Nuveen Securities, Llc | Los Angeles | CA | 06/2018 | 08/2020 |
| Root Financial Partners | Solana Beach | CA | 11/2020 | Present |
Early Retirement LLC; Yes; 1001 Tiverton Ave 2141 Los Angeles, California, 90024; Access to course with custom videos by me and software access; Founder; Founder; Jun 19, 2024, 1hr per month; 0hrs per month during trading hours; I do nothing now that it's built. People buy and I'm very clear it's a hands-off business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-08 |
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