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Trent S Hamilton

Hamilton Financial Planning LLC

Lakeway, TX

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Current Employers
Hamilton Financial Planning Llc

1202 Lakeway Drive, Suite 7, Lakeway, TX 78734 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-06
  • TX RA
    APPROVED
    Since 2025-06-06

Branch Locations

1202 Lakeway Drive, Suite 7, Lakeway, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Austin TX 05/2013 05/2024
Hamilton Financial Planning Llc Austin TX 08/2023 05/2024
Morgan Stanley South Jordan UT 10/2024 03/2025
Unemployed Austin TX 05/2024 10/2024
Hamilton Financial Planning Llc Austin TX 06/2025 Present
Unemployed Austin TX 03/2025 06/2025
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-18
S65 Uniform Investment Adviser Law Examination 2023-12-05
  • S63 Uniform Securities Agent State Law Examination
    2025-02-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-05
Other Names
  • Trent Hamilton

View on SEC IAPD

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