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6160 Warren Pkwy Suite 100, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-03 |
Branch Locations
6160 Warren Pkwy Suite 100, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 03/2017 |
| Westbrooks Dugger & Westbrooks | Richardson | TX | 04/2017 | 09/2018 |
| Cetera Advisors Networks, Llc | El Segundo | CA | 04/2017 | 12/2018 |
| Cmh Advisors, Pllc | Dallas | TX | 10/2018 | 07/2019 |
| Ifs Securities, Inc | Atlanta | GA | 12/2018 | 07/2019 |
| Fuller Wealth Management, Llc Dba Cmh Wealth Management | Dallas | TX | 12/2018 | 07/2019 |
| Herrington Wealth Management Corporation | Plano | TX | 07/2019 | Present |
| International Research Securities, Inc. | Dallas | TX | 01/2021 | 11/2024 |
Communities Foundation of Texas (CFT), investment related, 5500 Caruth Haven Ln, Dallas, TX 75225, non-profit, advisory counsil member, 10/18/22, 3-5 hours per month, 1-2 hours per month, attend educational sessions about the work they do, advise on strategies, inform clients about charitable giving opportunities CFT offers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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