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2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 08/2019 | 11/2020 |
| Smart Modular Technologies | Newark | CA | 05/2017 | 08/2017 |
| Purdue University | West Lafayette | IN | 08/2015 | 05/2019 |
| First Republic Bank | Walnut Creek | CA | 06/2018 | 08/2018 |
| Exencial Wealth Advisors | Oklahoma City | OK | 02/2021 | 01/2024 |
| Fisher Investments | Plano | TX | 02/2024 | 07/2025 |
| Quadcap Wealth Management, Llc | Frisco | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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