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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Grand Prairie | TX | 08/2020 | 03/2024 |
| Pfs Investments Inc | Grand Prairie | TX | 09/2021 | 03/2024 |
| Guilford County Schools | Greensboro | NC | 11/2019 | 07/2022 |
| Youth Focus Inc | Greensboro | NC | 01/2019 | 08/2019 |
| Guilford County Department Of Health And Human Services | Greensboro | NC | 02/2017 | 08/2018 |
| Guilford Child Development | Greensboro | NC | 01/2016 | 02/2017 |
| Unemployed | Greensboro | NC | 09/2018 | 12/2018 |
| Edward Jones | St Louis | MO | 04/2024 | 12/2025 |
| Jc Penney | Greensboro | NC | 11/2018 | 01/2020 |
| Tiaa | Frisco | TX | 01/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2026 | Present |
RENTAL PROPERTY IN GREENSBORO, NC POSITION: Owner of the Property and Landlord NATURE: It is a Rental Property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2023 ADDRESS: 2102 Gramercy Park Dr., Greensboro NC 27406, United States DESCRIPTION: Landlord responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-27 |
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