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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
14755 Preston Road Suite 700, Dallas, TX 75254 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Solutions | Scottsdale | AZ | 01/2015 | 05/2018 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 11/2018 |
| Mariner Wealth Advisors | Scottsdale | AZ | 11/2018 | 03/2021 |
| Fisher Investments | Plano | TX | 10/2025 | 11/2025 |
| Glenmede Trust Company | Philadelphia | PA | 03/2021 | 10/2025 |
| Hightower Advisors, Llc | Dallas | TX | 11/2025 | Present |
OBA Name: Earnest One, LLC. Role/Description: Owner of rental property. Non-investment related. Time spent: approximately 6 hours outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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