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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
222 West Colinas Blvd Suite 1650, Irving, TX 75039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Irving | TX | 10/2011 | 08/2023 |
| Girard Securities | San Diego | CA | 10/2011 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 05/2019 |
| Quotient Wealth Partners, Llc | Irving | TX | 09/2023 | Present |
Co-owner of JBBR Ventures, a real estate organization. Organization is not primarily engaged in investment-related activity. Organization operates out of Dallas, TX. Start date was August 1, 2018. Less than one hour per month. Duties include assisting with the affairs of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-24 |
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