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6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-20 |
Branch Locations
6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Raleigh | NC | 01/2024 | 12/2024 |
| Blue Ridge Campaign Group | Raleigh | NC | 01/2023 | 01/2024 |
| Leverage Lab | Kansas City | MO | 11/2022 | 05/2023 |
| Aristotle International | Washington | DC | 04/2021 | 12/2022 |
| Mobile Monkey | Christiansted | VA | 11/2020 | 04/2021 |
| Aristotle International | Washington | DC | 06/2019 | 11/2020 |
| Seneca One | Bethesda | MD | 06/2019 | 08/2019 |
| Millsaps College | Jackson | MS | 02/2014 | 04/2018 |
| David Baria For Us Senate | Jackson | MS | 04/2018 | 08/2018 |
| Mississippi Association For Justice | Jackson | MS | 02/2018 | 08/2018 |
| Fred Shanks For Mississippi House Of Representatives | Brandon | MS | 02/2018 | 03/2018 |
| William And Mary Law School | Williamsburg | VA | 08/2018 | 04/2019 |
| Rembrandt Financial Group Llc | Austin | TX | 01/2025 | 12/2025 |
| Rembrandt Financial Group Llc | Austin | TX | 01/2025 | 12/2025 |
| Leafhouse Financial Advisors | Austin | TX | 01/2026 | Present |
| Mesirow Financial Inc. | Austin | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-16 |
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