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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-23 |
| WV | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-07-24 |
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 |
|---|---|---|---|---|
| Poker-Player | San Diego | CA | 01/2011 | 03/2017 |
| Treasure Island | Las Vegas | NV | 03/2017 | 03/2018 |
| Fefa | Columbus | OH | 03/2018 | 10/2019 |
| Parco Llc | Columbus | OH | 11/2019 | 12/2020 |
| Dugan Brown, Llc | Columbus | OH | 12/2020 | Present |
| Corecap Advisors, Llc | Southfield | MI | 04/2021 | 07/2023 |
| Smith & Wyatt | Bryan | TX | 07/2023 | Present |
Dugan Brown, LLC; Owner/Partner; Company assists federal employees with retirement planning & insurance services; Approx. 200 hours per month; Approx. 160 hours per month during trading hours; similar clientele
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-20 |
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