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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
1447 Ford St. Ste 202, Redlands, CA 92374 • United States
179 Main St Ste 102, Boerne, TX 78006 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Desert | CA | 10/2009 | 09/2016 |
| Wells Fargo Advisors Financial Network, Llc | Redlands | CA | 09/2016 | 07/2026 |
| Prospera Financial Services Inc | Dallas | TX | 07/2026 | Present |
Sabinas Mountain Ranch; Investment Related - No; 168 Sabine Rd. Boerne, TX 78006; Owner; Livestock; 11/2019; 10 Hours Per Month; 0 During Trading Hours; Raise and care for animals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-11 |
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