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6300 Bee Cave Road Building One, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
6300 Bee Cave Road Building One, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eureka | Austin | TX | 11/2015 | 10/2016 |
| Firehouse Lounge | Austin | TX | 10/2016 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2017 | 01/2019 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 04/2018 | 01/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2018 | 01/2019 |
| Bbva Securities Inc. | Austin | TX | 02/2019 | 06/2021 |
| Compass Bank | Birmingham | AL | 01/2019 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 01/2019 | 06/2021 |
| Bbva Wealth Solutions, Inc. | Austin | TX | 03/2020 | 06/2021 |
| Pacific Investment Management Company Llc | Austin | TX | 08/2021 | 10/2025 |
| Pimco Investments Llc | Austin | TX | 08/2021 | 10/2025 |
| Dimensional Fund Advisors | Austin | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-14 |
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