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300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
300 Beardsley Lane, Bldg. D Suite 200, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Roadhouse | Knoxville | TN | 05/2016 | 03/2020 |
| Lincoln Memorial University | Harroagte | TN | 09/2019 | 05/2020 |
| Unemployed | Knoxville | TN | 05/2020 | 08/2020 |
| Target | Northridge | CA | 08/2020 | 04/2021 |
| Self Employed | North Hills | CA | 04/2021 | 08/2022 |
| The Sheridan Group | Los Angeles | CA | 08/2022 | 12/2022 |
| Unemployed | North Hills | CA | 12/2022 | 02/2023 |
| Unemployed | Austin | TX | 03/2023 | 05/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2023 | 05/2024 |
| Kestra Investment Services, Llc | Austin | TX | 05/2024 | 06/2025 |
| M Holdings Securities, Inc. | Portland | OR | 07/2025 | Present |
| Erben Associates | Austin | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-01 |
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