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4425 Plano Pkwy Ste. 1701, Carrollton, TX 75010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
4425 Plano Pkwy Ste. 1701, Carrollton, TX 75010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Worth | TX | 07/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Worth | TX | 11/2016 | 11/2018 |
| Farris Capital Management Inc. | Dallas | TX | 11/2018 | Present |
1) INSURANCE AGENT - 09/2016 TO PRESENT. INVESTEMENT-RELATED. 4425 Plano Pkwy Suite 1701 Carrollton Texas 75010 - 5% TIME SPENT: DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-05 |
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