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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
Cross Roads, TX • United States
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2026 | Present |
| Edward Jones | St. Louis | MO | 02/2020 | 12/2020 |
| Education Management And Staffing Solutions (Ess) | Knoxville | TN | 04/2019 | 02/2020 |
| Princess House | Taunton | MA | 01/2011 | 06/2018 |
| Uber | San Francisco | CA | 12/2016 | 01/2017 |
| Unemployed | Crossroads | TX | 06/2018 | 04/2019 |
| Verity Asset Management | Durham | NC | 04/2021 | 06/2022 |
| Verity Investments, Inc. | Durham | NC | 04/2021 | 06/2022 |
| Unemployed | Cross Roads | TX | 12/2020 | 02/2021 |
| Modern Woodmen Of America | Rock Island | IL | 08/2024 | 05/2026 |
| Mwa Financial Services Inc. | Rock Island | IL | 08/2024 | 12/2025 |
| Appreciation Financial | Henderson | NV | 03/2021 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-02 |
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