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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-27 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade, Inc. | Woodbury | MN | 11/2020 | 06/2024 |
| Chick-Fil-A Keller | Keller | TX | 03/2019 | 10/2020 |
| Northwood Club | Dallas | TX | 08/2018 | 03/2019 |
| Target | Frisco | TX | 10/2017 | 08/2018 |
| Target | Lewisville | TX | 06/2017 | 10/2017 |
| Target | Wheaton | IL | 09/2016 | 05/2017 |
| College Student | Wheaton | IL | 08/2013 | 05/2017 |
| Charles Schwab & Co., Inc. | Woodbury | MN | 08/2023 | 06/2024 |
| Charles Schwab Bank, Ssb | Woodbury | MN | 08/2023 | 06/2024 |
| Hilltop Securities | Dallas | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
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