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4975 Preston Park Blvd #490, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
Branch Locations
11824 Jollyville Rd. Ste 500, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Austin | TX | 08/2017 | 02/2018 |
| Londo Mondo | Chicago | IL | 10/2015 | 08/2017 |
| The Field Museum | Chicago | IL | 01/2013 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 02/2018 | 02/2020 |
| Guardian Life Insurance Company | Austin | TX | 01/2020 | 06/2024 |
| Park Avenue Securities | Austin | TX | 02/2020 | 11/2023 |
| Park Avenue Securities | Austin | TX | 01/2024 | 02/2026 |
| Guardian Life Insurance Company | Austin | TX | 06/2024 | 03/2026 |
| Park Avenue Securities | Austin | TX | 06/2024 | 02/2026 |
| Vann Equity Management Llc Dba Austin Wealth Specialists | Austin | TX | 03/2026 | Present |
1.Austin Divorce Planners; Austin, TX; Started Feb 2026; a divorce planning and execution service; assists with planning paperwork and meeting prep; bib-investment related; spends approximately 5 hours per month and none during trading hours. 2.Let's Get Into It; Austin, TX; started 2024; women's group; officer; plan and host events; non-investment related; spends approximately 6 hours per month and none during trading hours. 3.Magellan; Topeka, KS; started Feb 2026, independent contractor; provide life insurance services; investment related; spends approximately 10 hours per month and 5 during trading hours. 4.The Austin Opera; started Feb 2025; organize fundraising events; Serenata committee and social chair for both foto and the operati; non-investment related; spends approximately 15 hours per month and 5 during trading hours. 5.Compass Crest; Austin, TX; started Feb 2026; acquire and maintain client relationships; spends approximately 20 hours per month and 15 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-27 |
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