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2802 Flintrock Trace Suite 261, Austin, TX 78738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-06-08 |
Branch Locations
2802 Flintrock Trace Suite 261, Austin, TX 78738 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutia Global, Llc | Austin | TX | 06/2013 | Present |
| Lloyd'S Of London | Austin | TX | 01/2001 | Present |
1.CERTIFIED FINANCIAL PLANNER (CFP) DESIGNATION GRANTED BY THE CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 2.SALES/SERVICING OF LIFE/HEALTH/DISABILITY INSURANCE THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES SINCE SEPTEMBER 1980. NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-13 |
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