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706 Guadalupe Street, Austin, TX 78701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redbud Advisors | Austin | TX | 05/2023 | Present |
| Zelis / Payer Compass | Dallas | TX | 10/2018 | 05/2023 |
| Ey Llp | Dallas | TX | 08/2016 | 10/2018 |
Current employment is as a senior manager of accounting at a healthcare technology company. No commissions. This is my current full time job but will change when I start with the new firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
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