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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
Branch Locations
Lewisville, TX • United States
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 |
|---|---|---|---|---|
| Wells Fargo | Roanoke | TX | 09/2017 | 02/2021 |
| Main Event | Grapevine | TX | 09/2016 | 05/2017 |
| Usmc Reserves | Waco | TX | 03/2015 | 04/2019 |
| Morgan Stanley | Dallas | TX | 01/2023 | 03/2024 |
| Unemployed | Lewisville | TX | 04/2024 | 01/2025 |
| Ameriprise Financial Services, Llc | Dallas | TX | 02/2025 | 05/2025 |
| J.P. Morgan Securities Llc | Plano | TX | 05/2025 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 05/2025 | 03/2026 |
| Comerica Bank | Dallas | TX | 02/2025 | 05/2025 |
| Charles Schwab - Td Ameritrade, Inc. | Dallas | TX | 03/2021 | 11/2021 |
| Unemployed | Roanoke | TX | 03/2021 | 03/2021 |
| E*Trade Securities Llc | Dallas | TX | 12/2021 | 09/2023 |
| Tiaa | Frisco | TX | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
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