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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-06-26 |
Branch Locations
3537 N. Steele Blvd Suite 110, Fayetteville, AR 72703 • United States
Rogers, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Kansas City | MO | 05/2019 | 09/2019 |
| Farmers Insurance Rubin Perez Agency | Rogers | AR | 02/2019 | 04/2019 |
| Tdbbs Llc | Rogers | AR | 10/2018 | 01/2019 |
| Unemployed | Rogers | AR | 01/2018 | 09/2018 |
| Domtar Personal Care | Rogers | AR | 09/2012 | 12/2017 |
| Farmers Financial Solutions | Kansas City | MO | 06/2019 | 09/2019 |
| Voya Financial Advisors, Inc. | Rogers | AR | 09/2019 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | 11/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2020 | 11/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2022 | 06/2023 |
| Cetera Investment Advisers Llc | Rogers | AR | 12/2022 | 06/2023 |
| Regions Bank | Rogers | AR | 12/2022 | 06/2023 |
| Tiaa | Fayetteville | AR | 06/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Fayetteville | AR | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-01 |
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