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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Boerne | TX | 09/2019 | 07/2026 |
| Anderson Clinical Research | Redlands | CA | 08/2014 | 09/2019 |
| Prospera Financial Services Inc. | Dallas | TX | 07/2026 | Present |
Instacart; Investment Related - No; 50 Beale Street, Suite 600, San Francisco, CA 94105; Online Shopping; Part-Time Shopper; 07/2026; 10 Hours Per Month; 0 During Trading Hours; Shop for groceries at grocery store. Deliver groceries to customer. Uber Eats; Investment Related - No; 1725 3rd St. San Francisco, CA 94158; Online Food Ordering; Part-Time Delivery Driver; 07/2026; 10 Hours Per Month; 0 During Trading Hours; Pick up food from restaurant, drive it to customers location, drop off the food. Hilltop Ranch LLC; Investment Related - No; 2519 Avenida Miravilla, Cherry Valley, CA 92223; Wedding Venue; Part-Time Coordinator; 07/2026; 10 Hours Per Month; 0 During Trading Hours; Guide bride and bridal party through day of wedding to make sure timeline stays on track.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-30 |
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