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909 S. Pine Street Suite B, Cabot, AR 72023 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart Inc. | Bentonville | AR | 01/2015 | 07/2022 |
| Walton Enterprises Inc. | Bentonville | AR | 07/2022 | 01/2026 |
| Lpl Enterprise Llc | Bentonville | AR | 03/2025 | 01/2026 |
| Paladin Investment Advisors | Cabot | AR | 03/2026 | Present |
| Pinnacle Advisors | Cabot | AR | 12/2025 | Present |
1. Gibson Real Estate - Not Investment Related - Rogers, AR - Mortgage/Real Estate Services - Realtor - Start Date 01/01/2021 - 1 hr/mos devoted to this business with 0 hrs/mos devoted to this business during securities trading hours - Realtor license for rental property to source tenants*** 2. Morby Real Estate - Not Investment Related - Bentonville, AR - Real Estate Rental Owner - Realtor - Start Date 02/04/2019 - 1 hrs/mo devoted to this business with 0 hrs/mos devoted to this business during securities trading hours - Capital allocation and P&L reviews*** 3. Glo Tanning Salon - Not Investment Related - Rogers, AR - Co-business Owner - Start Date 03/01/2024 - 3 hrs/mos devoted to this business with 0 hrs/mos devoted to this business during securities trading hours - Capital allocation and P&L reviews*** 4. Graceland University - Not Investment Related - Lamoni, IA - Non-Profit Board Member - Start Date 06/01/2023 - 1 hrs/mos devoted to this business with 0 hrs/mos devoted to this business during securities trading hours - Advising professors on the business world***
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-02 |
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