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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 | 2024-10-01 |
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 |
|---|---|---|---|---|
| Mba Partners | Lake Mary | FL | 05/2015 | 12/2016 |
| Mba Partners Llc | Propser | TX | 01/2017 | 07/2017 |
| Raymond James Financial Services, Inc | Frisco | TX | 06/2017 | 10/2024 |
| Southwestern Investment Group | Frisco | TX | 07/2017 | 11/2022 |
| Scott Keffer International | Frisco | TX | 01/2022 | Present |
| Sagespring Wealth Partners | Frisco | TX | 11/2022 | 10/2024 |
| Victory Financial | Austin | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
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