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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquid Enterprises, Inc. | Dallas | TX | 01/2013 | 05/2023 |
| Mmwkm Advisors, Llc | Dallas | TX | 04/2014 | 02/2022 |
| Tbs | Hurst | TX | 11/2022 | 05/2023 |
| Retirement Planners Of America | Dallas | TX | 08/2023 | 09/2024 |
| Unemployed | Dallas | TX | 05/2023 | 08/2023 |
| Unemployed | Dallas | TX | 09/2024 | 10/2025 |
| Sullivan Financial Partners | Southlake | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
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