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801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nobles & Richards, Inc. | Plano | TX | 12/2011 | Present |
| Petrogrowth Energy Advisors, L.L.C. | Irving | TX | 04/2013 | 05/2019 |
| Xlii Financial Services Llc | Dallas | TX | 08/2018 | Present |
| Brown & Brown Securities | Dallas | TX | 05/2024 | Present |
XLII Financial Services, LLC, 10023 Apple Creek Drive, started 8-1-18, Inv-rel, Mutual fund and insurance retailer retirement related, indep. cont., FinOp, 5hrs/mo, 0 hrs during trading hrs, Duties: Provide FinOp services and prepare monthly financial statements Brown & Brown Securities, 6440 N Central Expy #107 Dallas, TX 75206, 5/1/2024, Inv related, Accountant, Indep Contractor, 25/hrs/mo, none during trading hours, duties: accounting, report gen, payroll, invoicing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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