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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
7000 North Mopac Expressway Suite 240, Austin, TX 78731 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Austin | TX | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 03/2020 | 04/2024 |
| Tsod Llc | Chicago | IL | 05/2010 | 06/2019 |
| Capitol Wealth Strategies | Austin | TX | 07/2019 | 02/2020 |
| Bank Of America, N.A. | Austin | TX | 05/2020 | 04/2024 |
| Valic Financial Advisors, Inc. | Austin | TX | 01/2025 | 06/2026 |
| Unemployed | Austin | TX | 05/2024 | 12/2024 |
| Agia | Houston | TX | 02/2025 | 04/2026 |
| Inspired Delivery Llc | Lakeway | TX | 04/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-05 |
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