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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Carrollton | TX | 05/2024 | 06/2024 |
| Hourly | Carrollton | TX | 01/2024 | 04/2024 |
| Paylocity | Carrollton | TX | 01/2022 | 12/2023 |
| Marsh & Mclennan Agency | Dallas | TX | 01/2021 | 12/2021 |
| Cxc Solutions | Dallas | TX | 03/2020 | 09/2020 |
| Selerix Systems, Inc. | Mckinney | TX | 07/2016 | 02/2020 |
| Unemployed | Carrollton | TX | 10/2020 | 12/2020 |
| Principal Life Insurance Company | Addison | TX | 06/2024 | 07/2026 |
| Principal Securities, Inc. | Addison | TX | 06/2024 | 07/2026 |
| Tiaa | Frisco | TX | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-17 |
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