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801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
18500 N. Allied Way, Phoenix, AZ 85054 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2010 | 12/2016 |
| United Planners Financial Services Of America | Scottsdale | AZ | 02/2017 | 08/2017 |
| Unemployed | Phoenix | AZ | 08/2017 | 12/2018 |
| Apex Systems | Phoenix | AZ | 12/2018 | 09/2020 |
| Usaa Financial Advisors Inc | Phoenix | AZ | 12/2018 | 06/2020 |
| Usaa Investment Services Company | Phoenix | AZ | 12/2018 | 09/2020 |
| Unemployed | Phoenix | AZ | 12/2016 | 02/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2021 | 01/2024 |
| Unemployed | Phoenix | AZ | 09/2020 | 01/2021 |
| The Womack | Phoenix | AZ | 11/2024 | Present |
| Yrefy, Llc | Phoenix | AZ | 01/2025 | Present |
| Nobles & Richards, Inc | Plano | TX | 02/2025 | Present |
| Unemployed | Phoenix | AZ | 01/2024 | 11/2024 |
| Nobles & Richards Advisors, Llc | Plano | TX | 01/2026 | Present |
1. Yrefy, LLC; Inv-rel; Phoenix, AZ 85054; Start 07/2025; Sales of securities; Employee; Registered Representative; 160 hrs; Duties: Sales 2. The Womack; 5749 N. 7th St Phoenix, AZ 85014; Started 11/24; Not Inv-related; Restaurant/Hospitality; Employee; Barback/Security; 8 hours per month/0 hours during trading hours; Duties: Support bar staff/ front door security
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-22 |
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