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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
| MN | RA | APPROVED | 2025-02-05 |
| FL | RA | APPROVED | 2024-12-23 |
| WV | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-10-31 |
| IL | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED_RES | 2023-07-27 |
Branch Locations
511 University Dr. E Suite 210, College Station, TX 77840 • United States
655 Metro Place South Ste 100, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dugan Brown | Columbus | OH | 12/2020 | Present |
| Parco | Columbus | OH | 01/2020 | 12/2020 |
| Corecap Advisors | Southfield | MI | 03/2021 | 07/2023 |
| Ev Federal | St. Louis | MO | 05/2018 | 01/2020 |
| Full-Time Student | Sault Ste Marie | MI | 09/2014 | 05/2018 |
| Smith & Wyatt | Bryan | TX | 07/2023 | Present |
*Dugan Brown Federal Retirement Experts; Retirement Planner; Educate federal employees on their retirement benefits and help with financial planning for future; similar clientele; approx. 160 hours per month; approx. 160 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-18 |
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