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Advisor at GREENUP STREET WEALTH MANAGEMENT LLC
Austin, TX | OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GREENUP STREET WEALTH MANAGEMENT LLC | Independent wealth | Oct 13, 2025 | n/a | yes | OVERLAND PARK, KS|Austin, TX | Current employment |
| AUSTIN ASSET | Independent wealth | Jan 4, 2021 | Jul 30, 2025 | no | AUSTIN, TX | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 6, 2018 | Dec 22, 2020 | no | Westlake, TX|Fort Worth, TX|La Jolla, CA|La Jolla, CA|San Diego, CA|La Jolla, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AUSTIN ASSET | GREENUP STREET WEALTH MANAGEMENT LLC | Jul 30, 2025 | Oct 13, 2025 | 75 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | AUSTIN ASSET | Dec 22, 2020 | Jan 4, 2021 | 13 | Firm change | Ibd to RIA |