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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Desoto, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2021 | Present |
| Tiaa | Frisco | TX | 03/2021 | Present |
| Dfw Grating Inc. | Dallas | TX | 05/2016 | 04/2017 |
| Williams & Davis Boilers | Dallas | TX | 04/2017 | 09/2017 |
| Pfeifer Guard-All Building Solutions | Dallas | TX | 09/2017 | 01/2018 |
| Aerotek (Staffing Agency) | Houston | TX | 02/2018 | 06/2019 |
| Pfeifer Guard-All Building Solutions | Dallas | TX | 06/2019 | 02/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-19 |
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