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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-04 |
| NC | RA | APPROVED | 2024-04-26 |
| OK | RA | APPROVED | 2023-06-12 |
| PA | RA | APPROVED | 2023-06-12 |
| AZ | RA | APPROVED | 2019-08-29 |
| NE | RA | APPROVED | 2019-08-19 |
| NV | RA | APPROVED | 2019-07-18 |
| TX | RA | APPROVED | 2019-07-10 |
| UT | RA | APPROVED | 2019-07-10 |
| FL | RA | APPROVED | 2019-07-09 |
| CA | RA | APPROVED | 2019-07-08 |
Branch Locations
8201 Preston Rd. Suite 600, Dallas, TX 75225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaumont | TX | 05/2005 | 03/2018 |
| Bank Of America, N.A. | Beaumont | TX | 09/2009 | 03/2018 |
| Lpl Financial, Llc | Southlake | TX | 03/2018 | 06/2019 |
| Iht Wealth Management | Southlake | TX | 03/2018 | 07/2019 |
| Hilltop Securities Inc | Dallas | TX | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
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