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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2023-08-24 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Carrollton, TX • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2016 | 11/2016 |
| Farmers Financial Solutions | Agoura Hills | CA | 12/2016 | 02/2018 |
| Fisher Investments | Plano | TX | 02/2018 | 08/2023 |
| Cetera Advisor Networks Llc | Denver | CO | 01/2016 | 11/2016 |
| Cetera Financial Specialists Llc | Denver | CO | 01/2016 | 11/2016 |
| Cetera Investment Services, Llc | Denver | CO | 01/2016 | 11/2016 |
| First Allied Securities, Inc. | Denver | CO | 01/2016 | 11/2016 |
| Girard Securities, Inc. | Denver | CO | 01/2016 | 11/2016 |
| Legend Equities Corporation | Denver | CO | 01/2016 | 11/2016 |
| Summit Brokerage Services, Inc. | Denver | CO | 01/2016 | 11/2016 |
| Investors Capital Corp. | Denver | CO | 01/2016 | 11/2016 |
| Vsr Financial Services, Inc. | Denver | CO | 01/2016 | 11/2016 |
| Tiaa | Lewisville | TX | 08/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 08/2023 | Present |
(1) Name: The Nativity of the Blessed Virgin Mary Macedonian Orthodox Church Position: Board Member Nature: Church Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 02/29/2020 Address: 2705 Keller Springs Ct, Carrollton TX 75007, United States Description: Volunteer as Board Member (2) SAINTS CONSTANTINE & HELEN ANTIOCHIAN ORTHODOX CHURCH POSITION: Financial Committee NATURE: Started as a Sunday School volunteer in August 2021. Joined the Board last year as a non-Officer. I was Treasurer from 2024 to 2025. I am now part of the Financial Committee, so I will no longer have check writing abilities. The Financial Committee helps the Treasurer with more longer term planning. Items such as deciding on paying down the mortgage faster than scheduled. No planned investing at all.? INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 1225 E Rosemeade Pkwy, Carrollton TX 75007, United States DESCRIPTION: Treasurer oversea income and expenses of the church. Approve Priest and Admi to pay expenses. Work with outside CPA in preparing financial reports. Potentially help Ushers count lose change after service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-20 |
| S66 | Uniform Combined State Law Examination | 2008-11-22 |
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