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2435 N Central Expressway 775, Richardson, TX 75088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-04-19 |
Branch Locations
2435 N Central Expressway 775, Richardson, TX 75088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 08/2020 | 11/2022 |
| Paycom | Oklahoma City | OK | 02/2019 | 05/2020 |
| Oklahoma State University | Stillwater | OK | 08/2015 | 12/2018 |
| Dhl Wealth Management Llc | Plano | TX | 01/2023 | Present |
| Paycom | Oklahoma City | OK | 05/2024 | Present |
1) Licensed to sell insurance with American Senior Benefits 2) Paycom; Investment related: No; Oklahoma Cit, OK; Client Services Manager; 05/2024; 20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-12 |
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