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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-24 |
Branch Locations
1960 The Alameda Ste 20, San Jose, CA 95126 • United States
Hyannis, MA • 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 | Menlo Park | CA | 06/2012 | 05/2018 |
| Charles Schwab Bank | Menlo Park | CA | 06/2012 | 05/2018 |
| Unemployed | Palo Alto | CA | 05/2018 | 12/2018 |
| Thrivent Investment Management Inc | Hyannis | MA | 07/2020 | 10/2021 |
| Unemployed | Chatham | NJ | 12/2018 | 03/2020 |
| Unemployed | Hyannis | MA | 03/2020 | 06/2020 |
| Kadima Sun Investments | New York | NY | 01/2019 | 05/2020 |
| Thrivent Financial | Hyannis | MA | 07/2020 | 10/2021 |
| Mml Investors Services, Llc | Wellesley | MA | 11/2021 | 03/2026 |
| Mass Mutual Life Insurance Company | Wellesley | MA | 10/2021 | 03/2026 |
| Prospera Financial Services Inc. | Dallas | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
| S66 | Uniform Combined State Law Examination | 2020-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-20 |
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