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290 S Preston Road Suite 220, Prosper, TX 75078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-24 |
| GA | RA | APPROVED | 2025-01-24 |
| AR | RA | APPROVED | 2024-12-13 |
| KY | RA | APPROVED | 2024-12-13 |
| MI | RA | APPROVED | 2024-12-11 |
| MO | RA | APPROVED | 2024-12-10 |
| PA | RA | APPROVED | 2024-12-10 |
| AL | RA | APPROVED | 2024-12-09 |
| KS | RA | APPROVED | 2024-12-09 |
| MN | RA | APPROVED | 2024-12-09 |
| TX | RA | APPROVED | 2024-12-09 |
| VA | RA | APPROVED | 2024-12-09 |
Branch Locations
290 S Preston Road Suite 220, Prosper, TX 75078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keith Pierson Toyota | Jacksonville | FL | 11/2018 | 12/2018 |
| Jcs Services | Norwalk | IA | 10/2017 | 11/2018 |
| Big Ten Rentals | Iowa City | IA | 06/2017 | 10/2017 |
| Lowes | Coralville | IA | 06/2016 | 06/2017 |
| William Koch | Jacksonville | FL | 01/2019 | 10/2019 |
| Northwestern Mutual Investment Services Llc | Jacksonville | FL | 11/2019 | 12/2019 |
| Big Ten Rentals | Iowa City | IA | 06/2014 | 05/2016 |
| Home Depot | Jacksonville | FL | 02/2019 | 04/2019 |
| Strittmatter Wealth Management | Fort Worth | TX | 02/2020 | 03/2020 |
| Unemployed | Fort Worth | TX | 03/2020 | 06/2020 |
| Lpl Financial | Fort Worth | TX | 06/2020 | 04/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 04/2022 | 10/2024 |
| United Advisors America | Prosper | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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