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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
313 East Central Avenue, Belton, TX 76513 • United States
3003 Williams Drive, Georgetown, TX 78628 • United States
10 Spring Street, Suite 100, Georgetown, TX 78626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Austin | TX | 09/2023 | 07/2025 |
| Pattern Bioscience | Austin | TX | 08/2020 | 08/2023 |
| Unemployed | Lubbock | TX | 06/2020 | 07/2020 |
| Texas Tech University | Lubbock | TX | 08/2019 | 05/2020 |
| Rtl Genomics | Lubbock | TX | 05/2018 | 07/2019 |
| Texas Tech University | Lubbock | TX | 08/2016 | 08/2017 |
| Texas Tech University | Lubbock | TX | 09/2017 | 04/2018 |
| Texas Tech University | Lubbock | TX | 08/2015 | 05/2020 |
| Nylife Securities Llc. | Austin | TX | 11/2023 | 07/2025 |
| Eagle Strategies Llc | Austin | TX | 03/2024 | 07/2025 |
| Cadence Wealth Management, Llc | Austin | TX | 05/2024 | 07/2025 |
| Pnc Investments Llc | Georgetown | TX | 07/2025 | Present |
1/29/2026 / Treasurer / Belton United Wesley Foundation / non-investment related / Zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-28 |
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