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5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
5430 Lbj Freeway Suite 1150, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 01/2008 | 06/2017 |
| Howard Financial Services, Ltd | Dallas | TX | 07/2017 | 08/2026 |
| Quotient Wealth Partners, Llc | Dallas | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-20 |
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