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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
950 W Bannock St Suite 700, Boise, ID 83702 • United States
Frisco, TX • United States
200 Crescent Court Suite 550, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Frisco | TX | 11/2020 | 10/2021 |
| Unemployed | Dallas | TX | 07/2020 | 11/2020 |
| Topgolf | Dallas | TX | 03/2018 | 07/2020 |
| Unemployed | Dallas | TX | 03/2017 | 02/2018 |
| University Of Oregon | Eugene | OR | 09/2012 | 03/2017 |
| Nylife Securities Llc | Frisco | TX | 12/2020 | 10/2021 |
| Self Employed | Dallas | TX | 02/2018 | 03/2019 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 11/2021 | 05/2022 |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 09/2025 |
| Raymond James & Associates, Inc. | Frisco | TX | 10/2025 | Present |
| Unemployed | Frisco | TX | 09/2025 | 10/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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