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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Bend Isd | Sugarland | TX | 10/2021 | 05/2023 |
| Teachworthy | San Antonio | TX | 08/2020 | 05/2023 |
| Texas Southern University | Houston | TX | 08/2016 | 05/2018 |
| Park Avenue Securities/Opes One Wealth/Guardian Life Insurance | Magnolia | TX | 11/2024 | 09/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 01/2026 | Present |
| Tiaa | Frisco | TX | 01/2026 | Present |
| Ups | Houston | TX | 11/2016 | 01/2017 |
| American General Life / Insurance Broker | Richmond | TX | 09/2024 | 11/2025 |
| Unemployed | Frisco | TX | 11/2025 | 01/2026 |
| Supreme Products | Houston | TX | 05/2008 | 09/2021 |
| Unemployed | Richmond | TX | 05/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-30 |
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