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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
400 Spectrum Center Drive Suite 200, Irvine, CA 92618 • United States
1 Cowboys Way Suite 450, Frisco, TX 75034 • United States
Richardson, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominos Pizza | Northport | AL | 04/2021 | 07/2021 |
| Rbc | Newport Beach | CA | 05/2018 | 08/2018 |
| Cinepolis | Rancho Santa Margarita | CA | 05/2017 | 07/2017 |
| Fisher Investments | Plano | TX | 07/2022 | 09/2024 |
| Unemployed/ Student | Rancho Santa Margarita | CA | 04/2005 | 05/2017 |
| Unemployed/ Student | Tuscaloosa | AL | 08/2017 | 04/2018 |
| Unemployed/ Student | Tuscaloosa | AL | 09/2018 | 03/2021 |
| Unemployed/ Student | Tuscaloosa | AL | 08/2021 | 06/2022 |
| Rbc Capital Markets, Llc | Frisco | TX | 09/2024 | Present |
Name is SWAN LLC The business consists of real estate investments into rental properties address: 26 Las Fieras RSM California, 92688 Position: Part Owner Date of relationship start: 12/9/20 I spend approximately 1-5 hours a month devoted to business my duties involve providing investment capital
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-12-20 |
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