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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-25 |
Branch Locations
3200 Olympus Blvd Ste 100 , Dallas, TX 75019 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Services Llc | Schaumburg | IL | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 03/2014 | 03/2022 |
| Bank Of America, N.A. | Plano | TX | 03/2014 | 03/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 03/2022 | 01/2023 |
| S7S Investment & Management Llc | Little Elm | TX | 03/2020 | Present |
| Pnc Wealth Management | Mckinney | TX | 01/2023 | 05/2026 |
1) S7S INVESTMENT AND MANAGEMENT LLC, RENTAL INCOME, 50% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-13 |
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