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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-05 |
Branch Locations
8411 Preston Road Suite 700, Dallas, TX 75225 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors Inc | Addison | TX | 11/2014 | 08/2019 |
| Usaa Financial Planning Services | Addison | TX | 11/2014 | 08/2019 |
| Dart Combatives | Mckinney | TX | 09/2001 | Present |
| Under Armour | Allen | TX | 12/2014 | 05/2017 |
| Usaa Investment Management Company | Addison | TX | 01/2018 | 08/2019 |
| Self-Employed | Mckinney | TX | 12/2018 | Present |
| International Assets Advisory, Llc | Farmers Branch | TX | 08/2019 | 02/2021 |
| Hightower Securities Llc | Dallas | TX | 02/2021 | Present |
| Hightower Advisors Llc | Dallas | TX | 02/2021 | Present |
1) DART COMBATIVES 3517 WOODSON DRIVE, MCKINNEY, TX 75070 - MARTIAL ARTS TRAINING - INSTRUCTOR SINCE 8/2019 - APPROX 12 HRS/MO - MONTHLY FEES 2) BUSINESS CONSULTING 3517 WOODSON, MCKINNEY, TX 75070 - PROVIDE PROFESSIONAL EXPERTISE TO CONSULTING FIRMS - APPROX 1 HR/MO - HOURLY WAGES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-07 |
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