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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-03 |
Branch Locations
9433 Bee Caves Road Suite 145 , Austin , TX 78733 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Austin | TX | 02/2013 | 12/2016 |
| Stifel Nicolaus & Co Inc | Austin | TX | 12/2016 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Bee Cave | TX | 07/2021 | 10/2025 |
| &Partners | Nashville | TN | 10/2025 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: AirBNB rental INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: Dripping Springs, TX DESCRIPTION: Manage airbnb listing and maintain the property. POCO RANCH LLC POSITION: Owner NATURE: Ranch / Sheep and Horses INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2025 ADDRESS: Dripping Springs, TX DESCRIPTION: Manage ranch activities / bookkeeper TEJAS HERITAGE HOMES, LLC POSITION: Owner NATURE: Land development/home construction INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/04/2025 ADDRESS: Dripping Springs, TX DESCRIPTION: manage airbnb rental, monitor financials. HOT TO TROT LLC POSITION: Owner NATURE: This LLC was created to be the owner in Bartlett's Restaurant. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/11/2023 ADDRESS: Dripping Springs, TX 78620, United States DESCRIPTION: Owner of LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-20 |
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