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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2012 | 01/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2019 | 07/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 07/2022 |
| Mercer Global Advisors Inc. | Rockwall | TX | 07/2022 | 05/2025 |
| Aw Securities | Addison | TX | 06/2025 | Present |
| Allworth Financial | Addison | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-16 |
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