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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation / Merrill | Austin | TX | 03/2016 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 03/2016 | 10/2019 |
| Wells Fargo Na | Austin | TX | 10/2019 | 10/2022 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 10/2019 | 10/2022 |
| Jp Morgan Securities, Llc | Leander | TX | 10/2022 | 08/2023 |
| Jp Morgan Chase Bank, N.A. | Leander | TX | 10/2022 | 08/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2023 | Present |
| University Federal Credit Union | Austin | TX | 08/2023 | Present |
| A+ Federal Credit Union | Round Rock | TX | 02/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Round Rock | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-29 |
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