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900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-23 |
| VA | RA | APPROVED | 2025-01-23 |
Branch Locations
900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746 • United States
120 Eastshore Dr Suite 305, Glen Allen, VA 23059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fairfax | VA | 05/2014 | 03/2019 |
| Lifetime Fitness | Fairfax | VA | 03/2019 | 08/2022 |
| Inova Health Systems | Fairfax | VA | 04/2022 | 12/2023 |
| Ymca | Reston | VA | 05/2023 | 05/2024 |
| Sovereign Wealth Management | Vienna | VA | 10/2023 | 09/2024 |
| The St. James | Springfield | VA | 10/2020 | 12/2024 |
| Sovereign Wealth Management, Llc | Vienna | VA | 05/2024 | 09/2024 |
| Swimrva | Richmond | VA | 08/2024 | 06/2025 |
| Millennium Advisory Services, Inc | Glen Allen | VA | 09/2024 | 01/2025 |
| Hub Investment Partners, Llc | Austin | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-30 |
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