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220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
220 East Las Colinas Blvd., Suite 1200, Irving, TX 75039-5500 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Templeton Distributors Inc | Rancho Cordova | CA | 04/2012 | 07/2021 |
| Franklin Templeton Financial Services Corp. | Rancho Cordova | CA | 07/2020 | 07/2021 |
| Franklin Distriburors, Llc | Rancho Cordova | CA | 07/2021 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sacramento | CA | 01/2025 | 07/2026 |
| Keller Williams Realty | Elk Grove | CA | 06/2024 | 11/2024 |
| Bank Of America, N.A. | Sacramento | CA | 03/2025 | 07/2026 |
| Resolute Investment Distributors, Inc. | Sacramento | CA | 08/2026 | Present |
| American Beacon Advisors | Sacramento | CA | 08/2026 | Present |
I*2153293, Entity Type Entity For Profit, Name of OBA: Dynamik Wedding DJs Address: Elk GroveCalifornia95757 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/10/2023 No Hours: 12 monthly No Hours during trading: 0 Duties: Perform Wedding DJ and MC Services I*: 2201295 Entity Type: For Profit Name of OBA: ABC EVENT LIGHTING PLUS, LLC Address: ELK GROVE, CA 95757 Investment Related: No Position, Title, Association:Owner Employee Start Date: 12/2/2019 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: WEDDING AMBIANCE LIGHTING, I SETUP THE LIGHTS AND TAKE DOWN AFTER EVENT American Beacon Advisors, Irving Tx, Reginal Advisor Consultant, investment related,160 hours monthly during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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