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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-31 |
| HI | RA | APPROVED | 2024-12-05 |
| IN | RA | APPROVED | 2023-05-22 |
| NC | RA | APPROVED | 2023-01-30 |
| CO | RA | APPROVED | 2021-06-09 |
| NY | RA | APPROVED | 2021-02-23 |
| LA | RA | APPROVED | 2020-06-26 |
| OK | RA | APPROVED | 2020-06-22 |
| TX | RA | APPROVED | 2020-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sherman | TX | 03/2009 | 06/2020 |
| Peter G. Kloppers Cpa, Llc | Sherman | TX | 01/2010 | 01/2017 |
| Hilltop Securities Inc. | Dallas | TX | 06/2020 | Present |
Sherman Education Foundation - Advisory Board Member - My role as an advisory board member is to help carryout the core values and advise on the existing programs each year. Started Jan 1, 2020 - 2701 Loy Lake Rd Sherman, TX 75090 - 20 hrs devoted annually during business and non-business hrs - no conflicts of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-19 |
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