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5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
Branch Locations
5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
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