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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-12 |
Branch Locations
900 Larkspur Landing Circle Suite 209, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines | Fort Worth | TX | 09/2018 | 06/2021 |
| Sir Francis Drake High School | San Anselmo | CA | 06/2018 | 09/2018 |
| Dodge And Cox | San Francisco | CA | 05/2017 | 08/2017 |
| Student | Auburn | AL | 08/2014 | 05/2018 |
| David Cochrane | San Francisco | CA | 06/2021 | 07/2022 |
| Northwestern Mutual Investment Services Llc | San Francisco | CA | 06/2021 | 07/2022 |
| Goldman Sachs & Co Llc | Irving | TX | 08/2022 | 11/2023 |
| United Capital Financial Advisors, Llc | Irving | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-15 |
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