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5160 Tennyson Parkway Suite 2000W, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
5160 Tennyson Parkway Suite 2000W, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Dallas | TX | 11/2020 | 06/2021 |
| Mml Investor Services, Llc | Dallas | TX | 04/2021 | 06/2021 |
| Bay Point Golf Club | Panama City | FL | 06/2017 | 07/2017 |
| Vaquero Club | Westlake | TX | 05/2018 | 07/2018 |
| Fidelity Investments | Westlake | TX | 06/2019 | 08/2019 |
| Deloitte & Touche Llp | Dallas | TX | 01/2020 | 03/2020 |
| The Golf Clubs At The Tribute | The Colony | TX | 05/2020 | 12/2020 |
| University Of Oklahoma | Norman | OK | 08/2016 | 12/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 07/2021 | 03/2026 |
| Moss, Luse & Womble, Llc | Plano | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-09 |
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