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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-31 |
| CA | RA | APPROVED | 2017-02-07 |
Branch Locations
13455 Noel Road, Two Galleria Tower Suite 1800, Dallas, TX 75240 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Map Strategic Wealth Management | Los Angeles | CA | 04/2012 | 12/2016 |
| Concert Wealth Management, Inc | San Jose | CA | 04/2012 | 12/2016 |
| Oppenheimer & Co. Inc. | Dallas | TX | 02/2017 | Present |
F45 WILLOW BEND-6100 W. PARK BLVD. STE 200, PLANO, TX 75093 - 4 HOURS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-25 |
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