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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-22 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Nolte Robison Rose | Mckinney | TX | 06/2016 | 08/2018 |
| Remington Marketing Group | Prosper | TX | 08/2018 | 12/2020 |
| Unemployed | Mckinney | TX | 01/2021 | 03/2021 |
| Fidelity Investments | Westlake | TX | 03/2021 | 10/2022 |
| Spectrum Financial Group | Dallas | TX | 02/2025 | 07/2025 |
| Unemployed | Mckinney | TX | 11/2022 | 12/2022 |
| Lpl Enterprise Llc | Plano | TX | 10/2025 | 01/2026 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 12/2022 | 12/2024 |
| Tiaa | Frisco | TX | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2026 | Present |
| Healthy Divorce Options | Mckinney | TX | 01/2025 | 05/2026 |
| Prudential Advisors | Plano | TX | 10/2025 | 01/2026 |
| Empower Financial Services, Inc. | Greenwood Village | TX | 12/2022 | 12/2024 |
| Fidelity Brokerage Services Llc | Westlake | TX | 10/2021 | 07/2022 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-20 |
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