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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 07/2016 | 07/2017 |
| New York Life Insurance Co | Waltham | MA | 07/2016 | 07/2017 |
| Citizens Securities, Inc | Jamaica Plain | MA | 03/2018 | 04/2019 |
| Citizens Securities, Inc | Jamaica Plain | MA | 04/2018 | 04/2019 |
| Social Biz Lab | Lawrence | MA | 09/2017 | 03/2018 |
| Choice Fitness | Lawrence | MA | 11/2017 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | Watertown | MA | 04/2019 | 09/2021 |
| J.P. Morgan Securities Llc | Watertown | MA | 04/2019 | 09/2021 |
| Unemployed | Lawrence | MA | 08/2017 | 08/2017 |
| Turo | Woburn | MA | 04/2021 | 07/2021 |
| Fisher Investments | Plano | TX | 09/2021 | 04/2023 |
| Retirement Planners Of America | Plano | TX | 04/2023 | 09/2024 |
| Coppell Advisory Solutions | Coppell | TX | 08/2025 | 12/2025 |
| Unemployed | Richardson | TX | 10/2024 | 07/2025 |
| Sullivan Financial Partners | Southlake | TX | 08/2025 | 12/2025 |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | 12/2025 |
| Retirement Planners Of America | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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