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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | College Station And Dallas | TX | 10/2008 | 10/2018 |
| Mercer Advisors | Houston | TX | 10/2018 | 01/2022 |
| Ae Wealth Management Llc | Topeka | KS | 03/2022 | 04/2024 |
| Frontier Investment Management | Dallas | TX | 01/2018 | 05/2018 |
| United Capital | Irving | TX | 05/2017 | 12/2017 |
| Habitat For Humanity | Topeka | KS | 06/2022 | 06/2024 |
| Cetera Investment Advisers Llc | Irving | CA | 08/2024 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | 08/2025 |
| Fisher\Smb | Plano | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
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