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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-19 |
Branch Locations
26 Main Street, Colleyville, TX 76034 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • 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 | Dallas | TX | 04/2015 | 06/2018 |
| Charles Schwab Bank | Dallas | TX | 04/2015 | 06/2018 |
| Self Employed | Dallas | TX | 08/2008 | Present |
| Etico Partners, Llc (Loughren Wealth Management) | Dallas | TX | 02/2019 | 06/2022 |
| Dlg Wealth Management Llc (Loughren Wealth Management) | Dallas | TX | 02/2019 | 06/2022 |
| The Vanguard Group, Inc. | Plano | TX | 06/2022 | 11/2025 |
| Mercer Global Advisors Inc. | Colleyville | TX | 11/2025 | Present |
1. Football Referee; Not investment-related; Dallas, TX; Football Official; College Football Referee; 08/2005; 10 hours per month; Less than 1 hour per month during securities trading hours; Officiate D1 College Football. 2. Rental Property; Not investment-related; Masonville, IA; Rental property; Owner; 01/2021; 1 hour per month; Less than 1 hour per month during securities trading hours; Rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-22 |
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