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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2015 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-16 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
2015 E. Lamar Blvd. Suite 200, Arlington, TX 76006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 08/2020 | 02/2021 |
| Cain Watters & Associates | Frisco | TX | 03/2021 | 09/2023 |
| Ernst & Young | Dallas | TX | 08/2018 | 07/2020 |
| Paladini Financial Management | Arlington | TX | 09/2023 | 10/2024 |
| Paladini Financial Advisors Llc | Arlington | TX | 09/2023 | 10/2024 |
| Northwestern Mutual | Oklahoma City | OK | 05/2015 | 12/2016 |
| Oklahoma State University | Stillwater | OK | 10/2014 | 06/2017 |
| Vitro | Wichita Falls | TX | 07/2017 | 08/2018 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-09 |
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