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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Bridgepoint Insurance Solutions | Allen | TX | 10/2020 | 05/2022 |
| Allstate | Frisco | TX | 11/2019 | 10/2020 |
| State Farm | Little Elm | TX | 04/2017 | 11/2019 |
| Student | Dallas | TX | 03/2015 | 04/2017 |
| Premier Group/Insuranceowls | Little Elm | TX | 05/2022 | 09/2024 |
| Valic Financial Advisors, Inc. | Plano | TX | 10/2024 | 03/2026 |
| Agia | Houston | TX | 10/2024 | 03/2026 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-10 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-07 |
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