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17 Cowboys Way, Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cain Watters & Associates | Frisco | TX | 12/2024 | Present |
| Pricewaterhousecoopers Llc | Dallas | TX | 09/2022 | 11/2024 |
| Gary Carlisle, Cpa | Arcadia | LA | 12/2019 | 06/2022 |
| Grant Thornton Llp | Dallas | TX | 01/2021 | 03/2021 |
| Louisiana Tech University | Ruston | LA | 09/2021 | 09/2022 |
| Noodles And Grill | Alexandria | LA | 04/2018 | 09/2018 |
| Arkansas Atc | Little Rock | AR | 06/2019 | 07/2019 |
| Canteen Vending | Little Rock | AR | 07/2019 | 09/2019 |
| Flightline Air Service | Pineville | LA | 09/2016 | 04/2018 |
| Pineville High School | Pineville | LA | 08/2014 | 05/2018 |
| Louisiana Tech University | Ruston | LA | 09/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-01 |
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