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2435 N Central Expressway 775, Richardson, TX 75088 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
2435 N Central Expressway 775, Richardson, TX 75088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frost & Sullivan | San Antonio | TX | 03/2015 | 04/2025 |
| Dhl Wealth Management Limited Liability Company | Richardson | TX | 04/2025 | Present |
I currently hold a position as an independent insurance agent at American Senior Benefits helping clients with medicare and insurance related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-13 |
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