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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
Fort Worth, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Glove Team | North Richland Hills | TX | 08/2006 | 04/2018 |
| Edward Jones | St Louis | MO | 11/2022 | 08/2024 |
| Key Bank | Mukilteo | WA | 05/2022 | 10/2022 |
| United States Army | Joint Base Lewis Mchord | WA | 05/2018 | 04/2022 |
| United States Postal Service | Roanoke | TX | 03/2018 | 04/2018 |
| Strukmyer | Mesquite | TX | 06/2016 | 11/2016 |
| Grapevine Dodge Jeep And Chrysler | Grapevine | TX | 01/2017 | 03/2017 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| 24 Hour Fitness | Fort Worth | TX | 01/2025 | 02/2026 |
| University Of North Texas | Denton | TX | 09/2024 | 12/2024 |
| University Of North Texas | Denton | TX | 02/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-27 |
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