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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
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 |
|---|---|---|---|---|
| Walmart | Naples | FL | 05/2021 | 12/2021 |
| Regions Bank | Marco Island | FL | 11/2021 | 08/2022 |
| Fidelity Investments | Westlake | TX | 04/2025 | 04/2026 |
| Fifth Third Bank | Naples | FL | 08/2022 | 04/2025 |
| Gull-Tree Investment Holdings Llc | Homestead | FL | 04/2019 | 06/2019 |
| Miami Management Inc | Miami | FL | 04/2021 | 04/2021 |
| Unemployed | Miami | FL | 04/2015 | 04/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2025 | 04/2026 |
| Strategic Advisers Llc | Westlake | TX | 07/2025 | 04/2026 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
| Walmart | Miami | FL | 06/2019 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-30 |
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