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Current Employers
Nexus One Financial Advisors Llc

5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-25
  • TX RA
    APPROVED
    Since 2026-02-25

Branch Locations

5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nexus One Financial Advisors Llc Plano TX 09/2025 Present
Ymca Of The Usa Austin TX 08/2021 07/2022
Quantum Lending Corp. Orange County CA 01/2020 09/2025
Chick-Fil-A Irvine CA 06/2019 10/2020
Unemployed N/A XX 02/2016 05/2019
  • 09/2025 → Present
    Plano, TX
  • 08/2021 → 07/2022
    Ymca Of The Usa
    Austin, TX
  • 01/2020 → 09/2025
    Quantum Lending Corp.
    Orange County, CA
  • 06/2019 → 10/2020
    Chick-Fil-A
    Irvine, CA
  • 02/2016 → 05/2019
    Unemployed
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16

View on SEC IAPD

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