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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
Lewisville, TX • United States
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 05/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 09/2024 | 04/2026 |
| Home Maker | Baltimore | MD | 03/2023 | 09/2024 |
| Sedex | London | 02/2023 | 03/2023 | |
| Genova Diagnostics | London | 02/2021 | 12/2021 | |
| Nutritionist - Self Employed | London | 08/2019 | 08/2023 | |
| Shell | London | 12/2019 | 07/2020 | |
| Pronokal | London | 07/2019 | 08/2019 | |
| Jack Wills | London | 11/2017 | 07/2018 | |
| University Of Roehmapton | London | 09/2016 | 06/2019 | |
| Preston Manor School | London | 09/2009 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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