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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-10 |
| OH | RA | APPROVED | 2026-02-10 |
| CA | RA | APPROVED | 2024-09-04 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
Fort Worth, TX • United States
6000 Western Place Suite 120, Fort Worth, TX 76107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Benbrook | TX | 11/2015 | 02/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 04/2016 | 02/2024 |
| Lyft | San Francisco | CA | 07/2016 | 02/2024 |
| Bank Of America, N.A. | Fort Worth | TX | 10/2016 | 02/2024 |
| Aegis Capital Corp | Dallas | TX | 04/2024 | 04/2024 |
| Guardian Life Insurance | Fort Worth, | TX | 06/2024 | Present |
| Park Avenue Securities | Fort Worth, | TX | 06/2024 | Present |
1) Blue World Pools-Sales rep, Address: 680 W. Nye Ln #201 Carson City, NV 89703; Start date: May 2020, Duties: Swimming pool sales; 25 hours per month devoted to business, 0 hours during securities trading hours, Not investment related; 2) Insurance other than Guardian-Agent, Nature of Business: Insurance outside of Guardian, Start date: 10/01/25, Address: 6000 Western Place, Suite 120, Fort Worth, TX 76107, Duties: Insurance other than Guardian 24 total hours per month; 4 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-13 |
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