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7200 N Mopac Expressway Suite 140, Austin, TX 78731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-29 |
Branch Locations
7200 N Mopac Expressway Suite 140, Austin, TX 78731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dean Wealth Partners, Llc | Austin | TX | 12/2023 | Present |
| Ernst & Young (Ey) | Houston | TX | 09/2019 | 12/2023 |
| Ernst & Young (Ey) | Houston | TX | 01/2019 | 03/2019 |
| Ameriprise Financial | Austin | TX | 03/2017 | 12/2018 |
| American Red Cross Central Texas Chapter | Austin | TX | 11/2016 | 04/2017 |
| St. Francis School | Austin | TX | 11/2016 | 02/2017 |
| The University Of Texas At Austin | Austin | TX | 09/2016 | 12/2016 |
| Westlake Athletic Center Llc | Austin | TX | 06/2017 | 07/2017 |
| The University Of Texas At Austin | Austin | TX | 08/2015 | 05/2019 |
| Unemployed | Pearland | TX | 06/2019 | 08/2019 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2024 | Present |
1) Dean Wealth Partners, LLC. Investment Related. At Registered Location. RIA. Employee, Practice Manager. Start 12/2024. 160 hrs/ month; 140 hrs/ month during trading hours. Prepping meetings for clients, answering the phone and directing calls to other registered representatives, other administrative items
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-11 |
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