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5160 Tennyson Parkway Suite 2000W, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-28 |
Branch Locations
5160 Tennyson Parkway Suite 2000W, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moss, Luse & Womble, Llc | Plano | TX | 06/2022 | Present |
| Kpmg, Llp | Dallas | TX | 01/2021 | 05/2022 |
| Whole Foods Market | Dallas | TX | 10/2020 | 06/2021 |
| University Of Minnesota | Minneapolis | MN | 03/2019 | 05/2020 |
| Kpmg, Llp | Minneapolis | MN | 06/2019 | 08/2019 |
| University Of Minnesota | Minneapolis | MN | 10/2017 | 09/2018 |
| Wells Fargo | Sioux Falls | SD | 06/2017 | 08/2017 |
| Sunshine Foods | Brandon | SD | 06/2015 | 08/2017 |
| University Of Minnesota | Minneapolis | MN | 09/2016 | 05/2020 |
| Kpmg, Llp | Minneapolis | MN | 06/2018 | 08/2018 |
| Unemployed | Dallas | TX | 06/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
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