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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-12-01 |
| VT | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-11-28 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Plano | TX | 07/2019 | 08/2020 |
| Fidelity Personal And Workplace Advisors | Mckinney | TX | 09/2020 | 06/2021 |
| Apple | Plano | TX | 10/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 06/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 06/2021 | 06/2022 |
| Fidelity Brokerage Services Llc | Mckinney | TX | 08/2020 | 06/2021 |
| Brandon Lucido (Keller Williams) | Mckinney | TX | 04/2018 | 09/2024 |
| Ameriprise Financial | Plano | TX | 07/2019 | 08/2020 |
| Fidelity Investments | Mckinney | TX | 08/2020 | 06/2021 |
| Ryan Adler Magician | Mckinney | TX | 09/1997 | Present |
| Vanguard Advisers, Inc. | Plano | TX | 05/2022 | 09/2024 |
| Self-Employed | Dallas | TX | 04/2017 | 03/2018 |
| Fisher Investments | Plano | TX | 10/2024 | 09/2025 |
| Vanguard Marketing Corporation | Plano | TX | 05/2022 | 09/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2025 | Present |
| Tiaa | Frisco | TX | 10/2025 | Present |
(1) Name: Ryan Adler Position: Landlord Nature: I own my own home in Celina Texas. I have an in-law unit that is attached to the primary structure but is separate from my own dwelling. I rent this out on a monthly basis (long term). Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/2024 Address: Home Address, Celina TX 75009, United States Description: Fix unit as needed (2) Name: Ryan Adler Position: Magician Nature: I have been practicing magic for almost 30 years. While I did it professionally for quite some, I now do it in a very limited capacity (maybe 2 performances per year). Most of engagements are charity and sometimes I get a small amount of compensation for travel expenses or food. Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 01/01/1996 Address: Home Address, Celina TX 75009, United States Description: Entertainer (3) Name: Four Eagles Ranch LLC Position: Silent Partner Nature: Ranching/Farming My brother and I purchased a 35 acre lot in Ladonia Texas. My brother lives there, I do not. We lease out part of the land via an LLC to our neighbor for cattle grazing. To date, we have generated $300 for grazing rights. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 06/01/2025 Address: 3434 FM 904, Ladonia TX 75449-4614, United States Description: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-04 |
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