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208 S. Llano St., Fredericksburg, TX 78624 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-11 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Safewealth Advisors | Austin | TX | 01/2011 | Present |
| Highcrest Capital, Llc | Fredricksburg | TX | 09/2018 | Present |
SAFEWEALTH ADVISORS, 11918 LOOMIS DRIVE, AUSTIN TX, 78738, NON INVESTMENT-RELATED, LLC, FIXED & INDEXED ANNUITIES INSURANCE SALES, FINANCIAL ADVISOR, MEET W/ EXISTING CLIENT BASE, REVIEW FINANCIAL OBJECTIVES, REVISE HOLDINGS AS NEEDED, START DATE: 01/2011, 10 HRS/WK, ALL DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-28 |
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