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17 Cowboys Way, Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Plano | TX | 07/2021 | 01/2023 |
| Uber | Euless | TX | 07/2020 | 12/2021 |
| Doordash | Euless | TX | 04/2021 | 12/2021 |
| Full Hearts Counseling | Grapevine | TX | 12/2017 | 05/2021 |
| Settlemoir Cpa | Bedford | TX | 05/2020 | 07/2021 |
| Instacart | Euless | TX | 05/2021 | 06/2021 |
| Marleta Chadwick | Nacogdoches | TX | 08/2018 | 12/2020 |
| Ut Southwestern | Dallas | TX | 05/2018 | 07/2018 |
| Cotton Patch | Grapevine | TX | 05/2018 | 12/2018 |
| Lazy Dog Restaurant | Euless | TX | 01/2017 | 08/2017 |
| Stephen F. Austin State University | Nacogdoches | TX | 08/2017 | 05/2021 |
| Trinity High School | Euless | TX | 08/2014 | 05/2017 |
| Prudential Insurance Company Of America | Plano | TX | 12/2021 | 01/2023 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2023 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Cain Watters & Associates, Llc | Frisco | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-27 |
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