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801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
6811 E Mayo Blvd Fl 2, Phoenix, AZ 85054 • United States
801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2018 | 06/2020 |
| Arizona State University | Tempe | AZ | 08/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 07/2020 | 09/2020 |
| Fidelity Investments | Phoenix | AZ | 12/2020 | 11/2022 |
| Unemployed | Phoenix | AZ | 09/2020 | 12/2020 |
| Cco Capital, Llc | Phoenix | AZ | 11/2022 | 11/2023 |
| Cim Group | Los Angelas | CA | 11/2022 | 11/2023 |
| Yrefy, Llc | Phoenix | AZ | 03/2025 | Present |
| Nobles & Richards, Inc | Plano | TX | 04/2025 | Present |
| Directed Ira | Phoenix | AZ | 08/2024 | 09/2024 |
| Unemployed | Phoenix | AZ | 09/2024 | 03/2025 |
| Unemployed | Phoenix | AZ | 11/2023 | 08/2024 |
| Nobles & Richards Advisors, Llc | Plano | TX | 06/2026 | Present |
Yrefy, LLC; Inv-rel; Phoenix, AZ 85054; Start 07/2025; Sales of securities; Employee; Registered Representative; 160 hrs; Duties: Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-10 |
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