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601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-11 |
Branch Locations
2911 Lake Vista Drive, Lewisville, TX 75067 • United States
601 S. Tryon Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 11/2019 | 09/2020 |
| Bank Of America, N.A. | Plano | TX | 11/2019 | 03/2021 |
| Chase Bank | Dallas | TX | 05/2018 | 11/2019 |
| Dallas County College | Dallas | TX | 06/2012 | 05/2023 |
| Ally Invest Securities | Charlotte | NC | 05/2021 | 06/2024 |
| Amazon Flex | Dallas | TX | 02/2021 | 04/2021 |
| Ally Invest Advisors | Charlotte | NC | 06/2023 | 06/2024 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 09/2024 | 01/2025 |
| Tiaa | Frisco | TX | 09/2024 | 01/2025 |
| Unemployed | Dallas | TX | 07/2024 | 08/2024 |
| Teller-Floater | Dallas | TX | 07/2016 | 11/2019 |
| Ally Invest Securities | Lewisville | TX | 02/2025 | Present |
| Ally Invest Advisors | Charlotte | NC | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-22 |
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