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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-29 |
| TX | RA | APPROVED_RES | 2025-08-26 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
8777 N. Gainey Center Drives, Suite 201, Scottsdale, AZ 85258 • United States
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-06-19 |
Branch Locations
4340 Redwood Highway Suite B-60, San Rafael, CA 94903 • United States
8777 N. Gainey Center Drives, Suite 201, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stellar Capital Management | Phoenix | AZ | 02/2015 | 01/2017 |
| Wealthplan Advisors | Scottsdale | AZ | 02/2017 | 09/2021 |
| Wealthplan Advisors | Scottsdale | AZ | 09/2021 | 04/2023 |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2022 | 04/2023 |
| Hub International | Chicago | IL | 06/2022 | 04/2023 |
| Ameriprise Financial Services, Llc | Scottsdale | AZ | 09/2023 | 05/2024 |
| Jackson Roskelley Wealth Advisors | Scottsdale | AZ | 05/2023 | 09/2023 |
| Hub International | Chicago | IL | 05/2024 | Present |
| Global Retirement Partners, Llc | San Rafael | CA | 06/2024 | Present |
| Hub Investment Partners, Llc | Austin | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-10 |
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