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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
4321 Coldwater Creek Lane, Plano, TX 75074 • United States
295 E Renfro St #300, Burleson, TX 76028 • United States
2435 N. Central Expressway Suite 1200, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Point Recreation Center | Plano | TX | 01/2025 | 02/2025 |
| Renfro Financial Inc. | Plano | TX | 09/2025 | Present |
| Go Ape | Plano | TX | 05/2024 | 09/2024 |
| Chuy's Tex-Mex | Plano | TX | 03/2023 | 08/2023 |
| Prince Of Peace Catholic School | Richardson | TX | 08/2022 | 12/2022 |
| Sonic Drive-In | Murphy | TX | 09/2020 | 12/2020 |
| Unemployed | Murphy | TX | 12/2014 | 08/2020 |
| Unemployed | Murphy | TX | 01/2020 | 08/2022 |
| Unemployed | Plano | TX | 01/2023 | 07/2023 |
| Unemployed | Plano | TX | 09/2023 | 04/2024 |
| Unemployed | Plano | TX | 10/2024 | 01/2025 |
| Unemployed | Plano | TX | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | 01/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: RENFRO FINANCIAL INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
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