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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
1301 W Fm 544, Wylie, TX 75098 • United States
5903 Wesley St, Greenville, TX 75402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Turner Industries | Houston | TX | 06/2017 | 12/2018 |
| Vallen | Houston/Dallas | TX | 05/2019 | 01/2021 |
| Power Home Remodeling | Dallas | TX | 01/2021 | 04/2021 |
| Charles Schwab | Dallas | TX | 05/2021 | 09/2021 |
| Fidelity Investments | Dallas | TX | 11/2021 | 12/2022 |
| Abeka | Dallas | TX | 08/2014 | 05/2017 |
| Vanguard Marketing Corporation | Dallas | TX | 01/2023 | 01/2024 |
| Fidelity Brokerage Services Llc | Dallas | TX | 11/2021 | 06/2022 |
| Tiaa | Frisco | TX | 02/2024 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 02/2024 | 09/2024 |
| Lpl Financial Llc / Strategic Wealth Partners | Plano | TX | 09/2024 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wylie | TX | 02/2026 | Present |
| Sgs North America Inc | Houston | TX | 01/2019 | 04/2019 |
| Bank Of America, N.A. | Wylie | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
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