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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-18 |
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 |
|---|---|---|---|---|
| Gm Financial | Arlington | TX | 05/2016 | 09/2019 |
| Fidelity Investments | Westlake | TX | 09/2019 | 11/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2024 | Present |
| Tiaa | Frisco | TX | 06/2024 | Present |
| Unemployed | Trophy Club | TX | 12/2023 | 01/2024 |
| Uber | San Francisco | CA | 02/2024 | 01/2026 |
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2020 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 06/2021 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-05 |
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