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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cain Financial Solutions | Plano | TX | 10/2024 | Present |
| Compass Retirement | Plano | TX | 02/2022 | 10/2024 |
| Mercer Advisors | Rockwall | TX | 04/2020 | 02/2022 |
| Reino Capital | Garland | TX | 11/2012 | 08/2019 |
| Unemployed | Dallas | TX | 08/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-29 |
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