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4203 Richmond Place, Texarkana, TX 75503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
4203 Richmond Place, Texarkana, TX 75503 • United States
Emmitsburg, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Frederick | MD | 03/2016 | 03/2021 |
| Thrivent Advisor Network, Llc | Gettysburg | PA | 03/2021 | 10/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2024 | 10/2025 |
| Carroll Advisory Group | Texarkana | TX | 10/2025 | Present |
Salisbury University; Not investment related; 1101 Camden Avenue Salisbury, Maryland, 21801; Financial Planning Advisory Council; Participant; volunteer; January 1, 2023; 1; 1; I am part of a panel that helps with building up the finance major. CBMC; Not investment related; 5746 Marlin Rd, 602 Chattanooga, Tennessee, 37411; Religious organization; Volunteer; Area leadership team; October 10, 2024; 6; 0; I am a member of the Area Leadership Team which helps facilitate and encourage the growth of CBMC in the central PA area. Ringgold Church; Not investment related; 14420 Bardoll Road Hagerstown, Maryland, 21742; Religious organization; Volunteer; Elder (in training); January 1, 2025; 10-20; 0; As a member of the elder board we handles decisions related to church administration, programming, and staff accountability.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
| S66 | Uniform Combined State Law Examination | 2017-04-24 |
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