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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-29 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwfs Equities, Inc. | Memphis | TN | 06/2014 | 04/2017 |
| Goldman Sachs & Co. Llc | Dallas | TX | 05/2017 | 07/2025 |
| Tiaa | Frisco | TX | 09/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2025 | Present |
| Advised Assets Group, Llc | Memphis | TN | 08/2016 | 04/2017 |
Name: Jones & Stahl LLC: Fertility and Wellness Concierge Position: Business Founder Nature: Nature of the business: The company provides concierge- style fertility and wellness services. Products and Services Offered: In home fertility care, including medication administration from the patients clinics and injection support. Patient education on fertility medications and treatment cycles in person or virtual. 24/7 access to licensed nurses for guidance and support. General wellness concierge services tailored to patients undergoing fertility treatment. Investment Related: No Hours: 15 Securities Trading Hours: 0 Start Date: 04/06/2023 Address: 224 W Campbell Rd #128,, Richardson TX 75080, United States Description: I am a Co Founder responsible for business operations and strategic oversight in concierge services for fertility care. The LLC hires registered nurses to assist clients with medication administration and fertility treatment support. We primarily partner with fertility clinics to provide after hours in home care services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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