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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2021-01-25 |
Branch Locations
2325 Gus Thomasson Road 1St Floor, Dallas, TX 75228 • United States
2606 Judson Rd, Longview, TX 75605 • United States
561 W I 30, Garland, TX 75043 • United States
3445 West Buckingham, Garland, TX 75042 • United States
12329 Lake June, Balch Springs, TX 75180 • United States
1720 W Loop 281, Longview, TX 75604 • United States
1000 W. Centerville Road, Garland, TX 75041 • United States
111 S. Garland Avenue, Garland, TX 75040 • United States
3200 Broadway 1St Floor, Garland, TX 75043 • United States
3431 Highway 66, Rowlett, TX 75088 • United States
573 Laurence Dr, Heath, TX 75032 • United States
112 W Austin St, Marshall, TX 75670 • United States
8928 E Rl Thornton Freeway, Dallas, TX 75228 • United States
5085 Troup Hwy, Tyler, TX 75707 • United States
401 N Fm 548, Forney, TX 75126 • United States
140 S Southwest Loop 323, Tyler, TX 75702 • United States
9409 Garland Road, Dallas, TX 75218 • United States
100 Independence, Tyler, TX 75703 • United States
1345 N. Town East Blvd., Mesquite, TX 75150 • United States
4175 E Renner Rd, Richardson, TX 75082 • United States
4430 Lavon Dr, Ste 346, Garland, TX 75040 • United States
6825 S Broadway Ave, Tyler, TX 75703 • United States
3611 Gus Thomasson, Mesquite, TX 75150 • United States
801 E. Cartwright Rd., Mesquite, TX 75149 • United States
900 W Rusk St, Rockwall, TX 75087 • United States
206 West Fm 544, Murphy, TX 75094 • United States
2655 Arapaho Road, Garland, TX 75044 • United States
514 S Hwy 78, Wylie, TX 75098 • United States
2994 Horizon Road, Rockwall, TX 75032 • United States
4175 E Renner Rd Floor 01, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Addison | TX | 12/2010 | 01/2018 |
| Usaa Financial Advisors, Inc | Addison | TX | 12/2010 | 06/2020 |
| Usaa Investment Services Company | Addison | TX | 01/2018 | 06/2020 |
| Mdk Fence & Patio Llc | Lucas | TX | 12/2015 | 06/2022 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 01/2021 | Present |
| J.P. Morgan Securities Llc | Plano | TX | 01/2021 | Present |
| Usaa | Addison | TX | 12/2010 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-19 |
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