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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-25 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • 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 |
|---|---|---|---|---|
| Corecap Advisors | Southfield | MI | 03/2021 | 01/2024 |
| Wood Financial | Highland Village | TX | 11/2004 | 01/2024 |
| Tiaa | Frisco | TX | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-12 |
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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