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7701 Eldorado Pkwy Ste 200, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
Branch Locations
7701 Eldorado Pkwy Ste 200, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2020 | 08/2024 |
| Tiaa | Frisco | TX | 10/2020 | 08/2024 |
| J.C. Penney (Jcpenney) | Plano | TX | 09/2019 | 09/2020 |
| Sassy Su Llc | Dallas | TX | 01/2017 | 08/2019 |
| New Song Church Of Mckinney | The Colony | TX | 01/2014 | 12/2016 |
| Lpl Financial | Carrollton | TX | 09/2024 | 06/2025 |
| Wg Plan Llc | Mckinney | TX | 07/2025 | Present |
12/03/2024, Borden Hamman Insurance Marketing LLC, Non variable insurance agent, Investment related, at reported business locations start date 10/30/2024,1 hour per month/during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-30 |
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