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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-23 |
Branch Locations
1000 Ballpark Way Suite 310, Arlington, TX 76016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 07/2018 | 09/2018 |
| Sutherland Global Services | Rochester | NY | 02/2016 | 07/2018 |
| New York Life Insurance Company | Dallas | TX | 11/2018 | 02/2023 |
| Nylife Securities, Llc | Dallas | TX | 06/2019 | 12/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2023 | 07/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2023 | 07/2025 |
| Adaptation Financial | Addison | TX | 10/2022 | 06/2025 |
| Integrated Advisors | Arlington | TX | 06/2025 | Present |
| Black Knight Wealth Mgmt | Arlington | TX | 06/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 07/2025 | Present |
1.) INTEGRATED ADVISORS - 6/30/25 - 1000 Ballpark Way, Suite 310, Arlington, TX 76016 - IAR/Financial Advisor, Financial advisory duties, Invt Rel, DBA of Black Knight Wealth Mgmt, 90 hrs/mo; 90 hrs/mo (during trading hours). 2.) SHIRE WEALTH STRATEGIES - 10/22/2022 - 729 Rockwood Street, Dallas, TX 75203 - Owner, Real estate holdings will be held at this company, Invt Rel, Real estate holdings, 1 hr/mo; 0 hrs/mo (during trading hours). 3.) SOUTHERN GATEWAY DECK PARK BOARD, 633 W DAVIS ST DALLAS TX 75208, 09/2017, BOARD MEMBER, CIVIC, NIR, 2 HR/MO 1 HR/MO TRADING 4.) GP AGENCY; Investment related; 7208 Falls of Neuse Rd., Ste. 102, Raleigh, NC 27615; Insurance; Referral Partner; Independent Contractor; 06/12/2026; approx. 5 hr/mo; 3 hrs/mo (during trading hours); Insurance referrals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-13 |
| S66 | Uniform Combined State Law Examination | 2006-02-16 |
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