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Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dignity Wealth | Austin | TX | 03/2023 | Present |
| Sevenrooms | Austin | TX | 01/2022 | Present |
| Electric | Austin | TX | 12/2020 | 12/2021 |
| Procore | Austin | TX | 06/2019 | 12/2020 |
| Fieldedge | Fort Myers | FL | 10/2018 | 06/2019 |
| Florida Gulf Coast University & J.P. Taravella High School | Fort Myers | FL | 08/2012 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-11 |
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