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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Austin | TX | 07/2023 | 02/2025 |
| Concourse Financial Group Securities Inc | Austin | TX | 08/2023 | 02/2025 |
| Gindler, Chappell, Morrison & Company | Austin | TX | 12/2022 | Present |
| Weaver | Austin | TX | 01/2019 | 12/2022 |
| Texas State University | San Marcos | TX | 08/2013 | 05/2019 |
| Cetera Wealth Services, Llc | Austin | TX | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
GINDLER, CHAPPELL, MORRISON & COMPANY; Non-Investment Related; 100 E Anderson Lane, Austin, TX 78752; Accounting; Sr Tax Accountant; Start Date 12/2022; 160 hours per month with some hours per month occurring during trading hours; Prepare tax returns and educate clients on tax compliance as well as continue to maintain and to pursue additional knowledge in my field. >> AUSTIN SUNSHINE CAMPS (501c3); Non-Investment Related; 2225 Andrew Zilker Road, Austin, TX 78746; Board Member - Treasurer and Executive Committe Member; Start Date 01/2025; 3 hours per month with no hours per month occurring during trading hours; I am the treasurer of the organization and work with other board members to formulate financial policies and review operations and activities on a periodic basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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