Theo Zachary Halbardier

Frisco, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	06/2018	03/2020
Victory Packaging	Fort Worth	TX	01/2017	12/2017
Paycom	Dallas	TX	01/2018	01/2018
Texas A&M University	College Station	TX	09/2016	12/2016
Unemployed	San Antonio	TX	03/2018	05/2018
Bank Of America, N.A.	Fort Worth	TX	08/2018	03/2020
Emerson Equity Llc	San Mateo	CA	03/2020	12/2021
Gwg Holdings	Dallas	TX	03/2020	12/2021
Ashford Securities Llc	Dallas	TX	01/2022	11/2024
Innovation Capital Solutions, Lp	Dallas	TX	12/2021	12/2021
Sealy Investment Securities, Llc	Dallas	TX	01/2025	12/2025
The Financial Sciences Company, Llc	Frisco	TX	12/2025	Present

06/2018 → 03/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
01/2017 → 12/2017

Victory Packaging

Fort Worth, TX
01/2018 → 01/2018

Paycom

Dallas, TX
09/2016 → 12/2016

Texas A&M University

College Station, TX
03/2018 → 05/2018

Unemployed

San Antonio, TX
08/2018 → 03/2020

Bank Of America, N.A.

Fort Worth, TX
03/2020 → 12/2021

Emerson Equity Llc

San Mateo, CA
03/2020 → 12/2021

Gwg Holdings

Dallas, TX
01/2022 → 11/2024

Ashford Securities Llc

Dallas, TX
12/2021 → 12/2021

Innovation Capital Solutions, Lp

Dallas, TX
01/2025 → 12/2025

Sealy Investment Securities, Llc

Dallas, TX
12/2025 → Present

The Financial Sciences Company, Llc

Frisco, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-10-12