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801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
6811 E Mayo Blvd Fl 2, Phoenix, AZ 85054 • United States
801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Scottsdale | AZ | 07/2015 | 09/2023 |
| Farmers Financial Solutions | Scottsdale | AZ | 01/2016 | 12/2019 |
| Dynamic Capital Investments | Phoenix | AZ | 09/2023 | 10/2024 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 11/2023 | 10/2024 |
| Nobles & Richards, Inc | Plano | TX | 04/2025 | Present |
| Yrefy, Llc | Phoenix | AZ | 04/2025 | Present |
| Win Group Insurance John Ryer Agency | Phoenix | AZ | 10/2024 | Present |
| Nobles & Richards Advisors, Llc | Plano | TX | 06/2026 | Present |
1. Yrefy, LLC; Inv-rel; Phoenix, AZ 85054; Start 07/2025; Sales of securities; Employee; Registered Representative; 160 hrs; Duties: Sales 2. Win Group Insurance John Ryer Agency; not inv-rel; 4113 N 44th St Phoenix, AZ 85018; started 10/2024; Independent insurance producer through Win Group Insurance; Independent contractor; 1 hour per month; Duties: personal insurance policy quotes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-05 |
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