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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2018 | 01/2024 |
| Charles Schwab Bank Ssb | Westlake | TX | 02/2018 | 01/2024 |
| Capital One Advisors, Llc | Plano | TX | 04/2017 | 01/2018 |
| Raymond James Financial Services Advisors, Inc. | Frisco | TX | 12/2016 | 04/2017 |
| Tiaa | Frisco | TX | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2024 | Present |
| Capital One Investing, Llc | Plano | TX | 04/2017 | 01/2018 |
| Raymond James Financial Services, Inc. | Frisco | TX | 03/2016 | 04/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-23 |
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