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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-05-16 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
15415 Clayton Road, Ballwin, MO 63011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutter And Company | Ballwin | MO | 12/2016 | 05/2025 |
| Loomis | Earth City | MO | 03/2016 | 11/2016 |
| Prospera Financial Services, Inc. | Dallas | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-29 |
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