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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas Independent School District | Dallas | TX | 08/2018 | 09/2020 |
| Hocutt Inc. | Dallas | TX | 09/2016 | 08/2018 |
| Bj's Restaurant & Brewhouse | Mesquite | TX | 07/2015 | 11/2016 |
| Ana G. Mendez University | Dallas | TX | 08/2016 | 05/2020 |
| Fidelity Investments | Westlake | TX | 09/2020 | 04/2022 |
| Schwab Wealth Advisory, Inc. | Westlake | TX | 05/2022 | 11/2022 |
| Charles Schwab & Co, Inc. | Westlake | TX | 05/2022 | 11/2022 |
| New York Life Insurance Co | Dallas | TX | 11/2022 | 11/2023 |
| Nylife Securities Llc | Dallas | TX | 12/2022 | 11/2023 |
| After School All Stars | Dallas | TX | 06/2019 | 04/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2023 | 05/2024 |
| Tiaa | Lewisville | TX | 09/2023 | 05/2024 |
| Fidelity Brokerage Services, Llc | Westlake | TX | 10/2020 | 04/2022 |
| Keyes, Stange, And Wooten Wealth Management, Llc | Daytona Beach | FL | 07/2024 | 05/2026 |
| Unemployed | Dallas | TX | 09/2018 | 05/2019 |
| Fisher Investments | Plano | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-22 |
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