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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibson Discount Pharmacy | Irving | TX | 06/2020 | 12/2020 |
| Uta Division Of Enterprise Development | Arlington | TX | 03/2019 | 05/2019 |
| Intelemedia Communications | Plano | TX | 11/2016 | 04/2017 |
| Coach Inc | Grand Prairie | TX | 06/2016 | 01/2017 |
| Fidelity Investments | Westlake | TX | 01/2021 | 12/2024 |
| Gens Bbq House | Carrolton | TX | 10/2016 | 11/2016 |
| Orchid City Cafe | Arlington | TX | 03/2018 | 04/2018 |
| University Of Texas At Dallas | Richardson | TX | 08/2015 | 12/2017 |
| University Of Texas At Arlington | Arlington | TX | 12/2017 | 12/2020 |
| Fidelity Brokerage Services Llc | Westake | TX | 01/2021 | 12/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2026 | Present |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 06/2021 | 12/2024 |
| Tiaa | Frisco | TX | 03/2026 | Present |
| Unemployed | Frisco | TX | 12/2024 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
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