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155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-13 |
Branch Locations
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
100 Crescent Court Suite 700, Dallas, TX 75201 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 02/2016 | 04/2021 |
| Bank Of America N.A. | Fort Worth | TX | 02/2016 | 04/2021 |
| Fidelity Investments | Westlake | TX | 04/2021 | 09/2022 |
| Jp Morgan Chase | Keller | TX | 10/2022 | 11/2022 |
| Securitas | Fort Worth | TX | 12/2022 | 03/2023 |
| Surgery Plus | Dallas | TX | 03/2023 | 08/2023 |
| Farmers Insurance | Trophy Club | TX | 08/2023 | 11/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 11/2023 | 02/2024 |
| Unemployed | Keller | TX | 09/2022 | 10/2022 |
| Unemployed | Keller | TX | 11/2022 | 12/2022 |
| Cetera Investment Advisers Llc | Ft. Worth | TX | 11/2023 | 02/2024 |
| Emerson Equity Llc | San Mateo | CA | 08/2024 | Present |
| Cre Income Fund | Dallas | TX | 03/2024 | Present |
1)-CRE INCOME FUND-INVESTMENT RELATED, 100 CRESCENT COURT, STE 700, DALLAS TX 75201, A PRIVATE REIT WITHIN THE INDUSTRIAL REAL ESTATE SPACE, ACCOUNT MANAGER, I WORK IN A SALES CAPACITY WITH ACCREDITED INVESTORS INTERESTED IN THE FUND, 160 HRS MONTHLY, 65 HRS DAILY DURING SECURITIES TRADING HOURS, 03/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-14 |
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