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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 06/2020 |
| Pennymac Loan Services | Plano | TX | 07/2017 | 09/2019 |
| Capital One | Plano | TX | 09/2016 | 06/2017 |
| Bank Of America | Plano | TX | 02/2012 | 09/2016 |
| Ameriprise Financial Services, Llc | Arlington | TX | 02/2022 | 02/2023 |
| Pennymac Loan Services | Plano | TX | 09/2020 | 02/2022 |
| Ausdal Financial Partners, Inc | Davenport | IA | 05/2023 | 02/2026 |
| Cfo4Life | Coppell | TX | 05/2023 | 02/2026 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Carrollton | TX | 06/2026 | Present |
| Unemployed | Irving | TX | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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