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1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
2699 Howell Street Suite 1100, Dallas, TX 75204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 03/2017 | 04/2018 |
| Centene Corporation | Austin | TX | 04/2015 | 07/2016 |
| Unemployed | Austin | TX | 07/2016 | 03/2017 |
| Bbva Securities Inc. | Austin | TX | 03/2017 | 04/2018 |
| Bbva Compass Insurance Agency, Inc | Austin | TX | 03/2017 | 04/2018 |
| Avantax Advisory Services | Dallas | TX | 10/2019 | 01/2022 |
| M Holdings Securities, Inc. | Portland | OR | 09/2025 | Present |
| Bbva Wealth Solutions Inc. | Austin | TX | 03/2017 | 04/2018 |
| Kestra Financial, Inc. | Austin | TX | 07/2018 | 07/2018 |
| Unemployed | Austin | TX | 04/2018 | 07/2018 |
| 1St Global Capital Corp. | Dallas | TX | 08/2018 | 10/2019 |
| 1St Global Advisors, Inc. | Dallas | TX | 08/2018 | 10/2019 |
| Avantax Insurance Services, Inc. | Dallas | TX | 08/2018 | 01/2022 |
| Avantax Investment Services, Inc. | Dallas | TX | 10/2019 | 01/2022 |
| Fisher Investments | Plano | TX | 01/2022 | 06/2023 |
| First Command | Fort Worth | TX | 06/2023 | 12/2024 |
| Finra | New York | NY | 01/2020 | Present |
1)FINRA; One Liberty Plaza 165 Broadway, 27th Floor, New York, NY 10006; Investment related; FINRA Dispute Resolution Arbitrator; Preside over cases and render final and binding decisions after carefully weighing the facts and evidence of each case;1/13/2020; 1 ho/mo; 1 ho/mo during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-26 |
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