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Justin Lamar Ross

Unifimoney Ria

Austin, TX

Dallas, TX

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Current Employers
Unifimoney Ria

4901 E. Cesar Chavez St., Austin, TX 78702 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-25
  • TX RA
    APPROVED
    Since 2026-02-25

Branch Locations

4901 E. Cesar Chavez St., Austin, TX 78702 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Charlotte NC 11/2017 11/2018
Wells Fargo Charlotte NC 05/2014 11/2018
Robert W. Baird & Co. Incorporated Charlotte NC 11/2018 08/2020
J.P. Morgan Securities Llc Charlotte NC 09/2020 02/2021
Jpmorgan Chase Bank, N.A. Charlotte NC 09/2020 02/2021
Johnson C Smith University Charlotte NC 05/2017 12/2019
Kinly Advisors, Llc (F/K/A First Boulevard Advisors, Llc) Overland Park KS 02/2021 10/2023
Unifimoney Austin TX 10/2023 Present
  • 11/2017 → 11/2018
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 05/2014 → 11/2018
    Wells Fargo
    Charlotte, NC
  • 11/2018 → 08/2020
    Robert W. Baird & Co. Incorporated
    Charlotte, NC
  • 09/2020 → 02/2021
    J.P. Morgan Securities Llc
    Charlotte, NC
  • 09/2020 → 02/2021
    Jpmorgan Chase Bank, N.A.
    Charlotte, NC
  • 05/2017 → 12/2019
    Johnson C Smith University
    Charlotte, NC
  • 02/2021 → 10/2023
    Kinly Advisors, Llc (F/K/A First Boulevard Advisors, Llc)
    Overland Park, KS
  • 10/2023 → Present
    Unifimoney
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-04
  • S66 Uniform Combined State Law Examination
    2017-11-04
Other Names
  • J Lamar Ross
  • Justin L Ross
  • J L Ross
  • Justin Lamar Ross
  • Justin Ross

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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