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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-25 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Addison, TX • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Addison | TX | 05/2015 | 06/2019 |
| Scott Sweet | Addison | TX | 08/2016 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2015 | 06/2019 |
| Loren Hsiao | Allen | TX | 03/2019 | 06/2019 |
| Allstate Insurance Co | Dallas | TX | 11/2019 | 02/2021 |
| Unemployed | Addison | TX | 08/2019 | 10/2019 |
| Usaa | Addison | TX | 07/2019 | 07/2019 |
| Fidelity Investments | Westlake | TX | 02/2021 | 01/2024 |
| Allstate Financial Services, Llc | Dallas | TX | 11/2019 | 02/2021 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 04/2021 | 01/2024 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 02/2021 | 01/2024 |
| Unemployed | Addison | TX | 02/2024 | 02/2024 |
| Deluxe Corp | Addison | TX | 03/2024 | 05/2024 |
| Tiaa | Frisco | TX | 06/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-23 |
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