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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Koss Olinger | Gainesville | FL | 06/2017 | 06/2019 |
| Valmark Securities, Inc | Akron | OH | 01/2016 | 05/2017 |
| University Of Florida | Gainesville | FL | 06/2015 | 04/2017 |
| Valmark Securities, Inc | Akron | OH | 04/2018 | 06/2019 |
| Brighton Jones | Dallas | TX | 11/2021 | 02/2025 |
| Tolleson Wealth Management | Dallas | TX | 09/2019 | 11/2021 |
| Facet | Baltimore | MD | 06/2025 | Present |
| Unemployed | Dallas | TX | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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