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5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Advisory Services | Austin | TX | 07/2025 | Present |
| Pgim Fixed Income | Newark | NJ | 11/2021 | 06/2025 |
| Huntington Bank | Pittsburgh | PA | 09/2019 | 10/2021 |
| Student | Pittsburgh | PA | 07/2015 | 08/2019 |
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