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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-13 |
Branch Locations
14852 Preston Road, Dallas, TX 75240 • United States
5201 West Park Boulevard, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Securities Inc. | Dallas | TX | 03/2018 | 06/2021 |
| Compass Bank | Birmingham | AL | 03/2018 | 07/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 03/2018 | 06/2021 |
| New York Life | Dallas | TX | 11/2017 | 03/2018 |
| Farmers Financial Solutions | Lewisville | TX | 04/2016 | 10/2017 |
| Farmers Insurance | Lewisville | TX | 03/2016 | 10/2017 |
| On Time Notarys | Mesquite | TX | 01/2010 | Present |
| Pnc Investments Llc | Dallas | TX | 05/2022 | 11/2022 |
| Pnc Bank | Dallas | TX | 07/2021 | 05/2022 |
| Lpl Financial Llc | Dallas | TX | 11/2022 | 07/2023 |
| Simmons Bank | Dallas | TX | 11/2022 | 07/2023 |
| Pnc Investments Llc | Dallas | TX | 07/2023 | Present |
2011 / Notary Public / Kathy Phillips / Non-Investment related / Zero hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-30 |
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