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Bee Cave, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | Charleston | SC | 03/2005 | 08/2018 |
| None | Lantana | TX | 09/2018 | 05/2019 |
| National Wealth Partners, Llc | Las Vegas | NV | 05/2019 | 03/2021 |
| Belpointe Asset Management Llc | Reno | NV | 03/2021 | 08/2022 |
| Atomi Dba Alternativ Wealth | Las Vegas | NV | 07/2022 | 12/2024 |
| Whitwell & Co. | Austin | TX | 12/2024 | Present |
1. Membership Director; Lantana Ladies Leagues; Investment Related: No; Location: Lantana Texas 76226; Description of the business: 501(c)(3) organization; Start date with business: 2020-06-01; Hours devoted to business outside trading hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-06 |
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