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1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Cumulus Media | Dallas | TX | 12/2018 | 12/2019 |
| Dallas Academy Of Music And Performing Arts | Dallas | TX | 11/2018 | 05/2019 |
| The Tot Baby Corporation | Dallas | TX | 11/2017 | 10/2018 |
| Dallas Baptist University | Dallas | TX | 08/2015 | 05/2019 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 05/2022 |
| Equitable Advisors, Llc | New York | NY | 05/2022 | 03/2026 |
| David Means | Dallas | TX | 05/2022 | 03/2026 |
| Neon Cycle Llc | Plano | TX | 05/2022 | 04/2026 |
| Assetbuilder Inc. | Allen | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-31 |
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