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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
3965 Dallas Parkway Frisco Regional, 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 |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 09/2012 | 07/2020 |
| Lincoln Financial Advisors Corporation | Dallas | TX | 08/2020 | 05/2023 |
| Capitalwize, Llc | Atlanta | GA | 05/2023 | 06/2025 |
| Fisher Investments | Plano | TX | 06/2025 | 09/2025 |
| Peak American Investment Advisors, Inc. | Plano | TX | 09/2025 | 03/2026 |
| Nationwide Investment Advisors, Llc | Columbus | OH | 10/2012 | 07/2020 |
| Tiaa | Frisco | TX | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2026 | Present |
(1) SCORE ELEVATION POSITION: owner NATURE: This is an LLC that was set up for my fitness journey so I could document and possibly use any expenses as write offs. I have not received any compensation this year from this business and did not realize it was still active since it was set up long ago. I would like to keep it for real estate purchase that I am in pursuit of. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2017 ADDRESS: 1818 pioneer parkway, Arlington TX 76013, United States DESCRIPTION: I will use it to buy a rental property (2) PRECIOUS LITTLE STEPS ACADEMY POSITION: owner NATURE: This LLC was created to motivate kids to stay healthy. We were trying to start a fitness camp. I did not know that it was still active and I would like to keep it for my daughter's sports journey. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2019 ADDRESS: Home Address, Arlington TX 76014, United States DESCRIPTION: I would like to document her sports journey to show how she is going to get a scholarship from sports
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-23 |
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