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3001 Dallas Pkwy Ste 750, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rethink Wealth | Houston | TX | 04/2020 | 07/2020 |
| Weems, Schimpf, Haines Law Firm | Shreveport | LA | 09/2019 | 04/2020 |
| Unemployed | Shreveport | LA | 05/2019 | 08/2019 |
| Primeex | Shreveport | LA | 09/2018 | 05/2019 |
| Lsu | Baton Rouge | LA | 08/2013 | 08/2018 |
| Guardian Life Insurance Company | Houston | TX | 07/2020 | 02/2023 |
| Park Avenue Securities Llc | Houston | TX | 07/2020 | 02/2023 |
| Mml Investors Services, Llc | Houston | TX | 03/2023 | Present |
| Massmutual Life Insurance Company | Houston | TX | 02/2023 | Present |
| Louisiana State University | Baton Rouge | LA | 08/2016 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-04 |
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