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180 E. Main Street, Suite 206, Tustin, CA 92780 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-10 |
| AZ | RA | APPROVED | 2020-06-02 |
| TX | RA | APPROVED | 2020-05-05 |
| CA | RA | APPROVED | 2020-03-27 |
Branch Locations
2911 Turtle Creek Blvd Suite 300-11A, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Methodist University | Dallas | TX | 08/2013 | 12/2017 |
| Fisher Investments | Plano | TX | 02/2018 | 07/2019 |
| Financial Synergistics Group, Inc. | Tustin | CA | 07/2019 | Present |
| Md Hudack Insurance Services, Inc. | Tustin | CA | 07/2019 | Present |
Insurance agent for MD Hudack Insurance Services, Inc. 30 hours per month during normal business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
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