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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
101 Parkshore Drive, Folsom, CA 95630 • United States
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veripax Wealth Management, Inc | Folsom | CA | 09/2023 | 12/2025 |
| Renewal By Anderson | Rancho Cordova | CA | 11/2021 | 06/2022 |
| San Francisco State University | San Francisco | CA | 06/2022 | 09/2023 |
| Various | Roseville | CA | 01/2014 | 11/2021 |
| Hub Investment Partners, Llc | Austin | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-23 |
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