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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Addison, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Securities | Dallas | TX | 09/2017 | 09/2022 |
| Comerica Bank | Dallas | TX | 03/2017 | 01/2024 |
| Tradition Senior Living | Dallas | TX | 08/2016 | 01/2022 |
| Tiaa | Frisco | TX | 03/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2024 | Present |
BIRCHBROOK MANOR CONDOMINIUMS POSITION: Communications NATURE: Participate in monthly Board of Directors meetings as elected volunteer. Various duties including dues collections, landscape and structural maintenance issues, vendor contracts, general community matters. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2023 ADDRESS: 5010 Matilda St, Dallas TX 75206, United States DESCRIPTION: drafting, posting communications to owners, residents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-12 |
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