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5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-09 |
Branch Locations
5900 S. Lake Forest Drive Suite 280, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lucas Christian Academy | Lucas | TX | 11/2013 | 05/2019 |
| Schubert & Company | Mckinney | TX | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-07 |
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