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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2022-01-04 |
Branch Locations
9855 Scranton Road, #100, San Diego, CA 92121 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Analytics Partners, Llc | San Diego | CA | 01/2016 | 08/2017 |
| Stone Asset Management, Inc. | Austin | TX | 03/2018 | 06/2021 |
| Beyond U, Inc. | Austin | TX | 09/2017 | 01/2018 |
| Hub Investment Partners, Llc | Austin | TX | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-04 |
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