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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
1920 Mckinney Avenue Ste. 930, Dallas, TX 75201 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | Pensacola | FL | 02/2022 | 03/2023 |
| Doordash | Winter Haven | FL | 10/2021 | 01/2022 |
| Navy Federal Credit Union Via Aerotek | Pensacola | FL | 06/2021 | 10/2021 |
| Vision Financial Group | Lynchburg | VA | 01/2021 | 06/2021 |
| Walmart | Lynchburg | VA | 03/2020 | 06/2020 |
| Outback Steakhouse | Lynchburg | VA | 09/2019 | 06/2021 |
| Peg Leg Pete's | Pensacola Beach | FL | 05/2019 | 08/2019 |
| Liberty University | Lynchburg | VA | 08/2017 | 07/2021 |
| Chipotle | Lynchburg | VA | 03/2019 | 09/2019 |
| Edward Jones | St Louis | MO | 03/2023 | 05/2023 |
| Cwm, Llc | Omaha | NE | 05/2023 | 10/2025 |
| Chessman Wealth Strategies | Dallas | TX | 05/2023 | 01/2024 |
| Peg Leg Pete's | Pensacola Beach | FL | 05/2019 | 08/2019 |
| Chem-Pro Lawns, Inc. | Pensacola | FL | 05/2010 | 08/2019 |
| Chessman Wealth Strategies | Dallas | TX | 01/2024 | 10/2025 |
| Hightower Advisors, Llc | Dallas | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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