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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| AL | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2024-11-04 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Southlake | TX | 06/2020 | 10/2020 |
| University Of Texas At Arlington | Arlington | TX | 09/2019 | 05/2020 |
| Latino Arts Project | Dallas | TX | 05/2019 | 08/2019 |
| Mercado369 | Dallas | TX | 09/2017 | 05/2019 |
| Beyond The Box | Dallas | TX | 06/2015 | 08/2017 |
| Fidelity Investments | Westlake | TX | 12/2020 | 07/2024 |
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2020 | 03/2022 |
| Fidelity Distributors Company Llc | Westlake | TX | 03/2022 | 07/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 08/2024 | Present |
| Tiaa | Frisco | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
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