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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
7500 Dallas Pkwy Suite 475, Plano, TX 75024 • United States
200 East 7Th Street, Auburn, IN 46706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gentry Middle School | Columbia | MO | 08/2015 | 05/2017 |
| Rock Bridge High School | Columbia | MO | 05/2017 | 05/2021 |
| Ouachita Baptist University | Arkadelphia | AR | 05/2021 | 05/2025 |
| Cd Wealth Management | Dallas | TX | 06/2025 | 08/2025 |
| Cx Institutional | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
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