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One Williams Center 15Th Floor, Tulsa, OK 74172-0172 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-09-26 |
| AZ | RA | APPROVED | 2022-10-18 |
| AR | RA | APPROVED | 2022-09-14 |
| CO | RA | APPROVED | 2022-09-14 |
| IL | RA | APPROVED | 2022-09-14 |
| KS | RA | APPROVED | 2022-09-14 |
| MO | RA | APPROVED | 2022-09-14 |
| OK | RA | APPROVED | 2022-07-12 |
| TX | RA | APPROVED | 2022-07-12 |
Branch Locations
5601 Granite Parkway 13Th Floor, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 10/2019 | Present |
| Tiaa | Lewisville | TX | 10/2019 | Present |
| Fc Dallas Toyota Stadium | Frisco | TX | 01/2016 | 07/2019 |
| Utdsom Investment Corp | Richardson | TX | 05/2019 | 08/2019 |
| Tiaa | Lewisville | TX | 05/2018 | 08/2018 |
| Pizza Hut | Fairview | TX | 04/2017 | 08/2017 |
| Ipic Theaters | Fairview | TX | 09/2016 | 12/2016 |
| Unemployed | Allen | TX | 09/2019 | 09/2019 |
| Cavanal Hill Investment Management, Inc. | Richardson | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-30 |
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