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55A E. Ridgewood Avenue Suite 12, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Management & Research,Inc. | Coppell | TX | 11/2013 | 11/2017 |
| Bfc Planning | Coppell | TX | 11/2013 | 11/2017 |
| Advisors Resource | Coppell | TX | 11/2013 | Present |
| Mha Fin Corp | Flower Mound | TX | 09/2023 | Present |
| Simplicity Investments | Summit | NJ | 02/2026 | Present |
1.) Advisor Resource Company - 6/1/2010 - 446 Houston Street, Suite 180, Coppell, TX 75019 - President, Sales, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) MHA FIN CORP - 9/1/2023 - 3713 Gilbert Court, Flower Mound, TX 75022 - IAR, Advisory Services, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-26 |
| S66 | Uniform Combined State Law Examination | 2010-07-21 |
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