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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Addison | TX | 03/2018 | 09/2019 |
| Usaa Financial Planning Services | Addison | TX | 03/2018 | 09/2019 |
| Nttdata | Rowlett | TX | 11/2014 | 03/2018 |
| Usaa Investment Management Company | Addison | TX | 09/2018 | 09/2019 |
| Guidestone Financial Resources | Dallas | TX | 09/2019 | 05/2021 |
| Mcgowan Group Asset Management | Dallas | TX | 06/2021 | 03/2022 |
| Retirement Planners Of America | Plano | TX | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
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