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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-22 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2020 | 07/2021 |
| Farmers Insurance | Mckinney | TX | 11/2019 | 01/2020 |
| Profile By Sanford | Frisco | TX | 09/2017 | 12/2019 |
| The Training Spot | Huntington Beach | CA | 05/2015 | 06/2017 |
| Fisher Investments | Plano | TX | 07/2021 | 09/2022 |
| Vanguard Marketing Corporation | Plano | TX | 09/2022 | 01/2025 |
| Fisher Investments | Plano | TX | 02/2025 | 07/2025 |
| Prestonwood Christian Academy | Prosper | TX | 08/2023 | 10/2023 |
| Tog Kona Texas Llc | Mckinney | TX | 05/2022 | 05/2022 |
| J.P. Morgan Securities Llc | Princeton | TX | 07/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Princeton | TX | 07/2025 | 04/2026 |
| Unemployed | Frisco | TX | 07/2017 | 08/2017 |
| Vanguard Advisers, Inc. | Plano | TX | 09/2022 | 01/2025 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
Name: Frisco Flyers Volleyball Club Position: Coach Nature: I coach my both daughters volleyball teams. Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 04/06/2026 Address: 6300 Flyers Way, Frisco TX 75033, United States Description: Coach and teach volleyball
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-29 |
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