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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
3526 W. Vickery Boulevard, Fort Worth, TX 76107 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Distributors, Llc | Dallas | TX | 09/2007 | 04/2020 |
| Unemployed | Dallas | TX | 04/2020 | 09/2020 |
| Raymond James Financial Services Advisors, Inc. | Dallas | TX | 09/2020 | 10/2023 |
| Rbc Capital Markets, Llc | Frisco | TX | 10/2023 | 03/2024 |
| Lpl Financial Llc | Colleyville | TX | 05/2024 | 04/2026 |
| Unemployed | Colleyville | TX | 03/2024 | 05/2024 |
| Cerity Partners Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-28 |
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