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4203 Richmond Place, Texarkana, TX 75503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Huntington National Bank | Bethel Park | PA | 11/2017 | 01/2020 |
| The Huntington Investment Company | Columbus | OH | 12/2018 | 01/2020 |
| Xxi Century Financial | Pittsburgh | PA | 01/2016 | 01/2017 |
| Garrison Capital Financial | Pittsburgh | PA | 01/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2020 | 02/2022 |
| Bank Of America, N.A. | Sewickley | PA | 02/2020 | 02/2022 |
| Allegheny Financial Group | Pittsburgh | PA | 02/2022 | 12/2024 |
| Strategic Financial Concepts, Llc | Texarcana | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-18 |
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