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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
3965 Dallas Parkway Frisco Trac, 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2022 | 01/2025 |
| Guidestone Financial Resources | Dallas | TX | 10/2021 | 02/2022 |
| Charles Schwab | Westlake | TX | 09/2020 | 10/2021 |
| Indica Realty | Arlington | TX | 08/2018 | 08/2020 |
| Ra Outdoors | Dallas | TX | 04/2020 | 04/2020 |
| Dallas Baptist University | Dallas | TX | 08/2015 | 08/2018 |
| Unemployed | Arlington | TX | 03/2022 | 06/2022 |
| Principal Securities Inc | Arlington | TX | 01/2025 | 04/2026 |
| Principal Life Insurance Co | Arlington | TX | 01/2025 | 04/2026 |
| Principal Advised Services | Arlington | TX | 01/2025 | 04/2026 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 03/2023 | 01/2025 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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