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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2019-05-06 |
Branch Locations
9600 Great Hills Trail, Austin, TX 78759 • United States
Belton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Round Rock | TX | 09/2009 | 02/2018 |
| Td Ameritrade, Inc. | Round Rock | TX | 02/2018 | 04/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 04/2019 |
| Tiaa | Austin | TX | 04/2019 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Austin | TX | 04/2019 | Present |
| Scottrade Investment Management | Round Rock | TX | 09/2009 | 02/2018 |
(1) TRUECORE POSITION: Trainer NATURE: fitness trainer INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2020 ADDRESS: 10148 W Adams, Temple TX 76502, United States DESCRIPTION: Pilates instructor (2) RE/CLAIM SPIN & FITNESS POSITION: Contract Employee NATURE: Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2023 ADDRESS: 5412 TX-317, Belton TX 76502, United States DESCRIPTION: Yoga Teacher
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-01 |
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