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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-15 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
Lewisville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2018 | 03/2022 |
| Wells Fargo | Portland | OR | 12/2016 | 11/2017 |
| Tiaa | Frisco | TX | 06/2022 | Present |
| Unemployed | Lewisville | TX | 03/2022 | 06/2022 |
| Graphic Products Inc | Beaverton | OR | 11/2017 | 12/2017 |
| Unemployed | Portland | OR | 08/2015 | 12/2016 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
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