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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 |
|---|---|---|---|---|
| St Edwards Univeristy | Austin | TX | 08/2016 | 05/2020 |
| Quest Software | Austin | TX | 06/2020 | 06/2021 |
| Concordia University | Austin | TX | 08/2021 | 05/2023 |
| Erben Associates | Austin | TX | 07/2023 | Present |
| M Holdings Securities, Inc. | Portland | OR | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-04 |
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