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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
200 East 7Th Street, Auburn, IN 46706 • United States
7500 Dallas Parkway Suite 475, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Dallas | TX | 03/2014 | 02/2017 |
| Edward Jones | Dallas | TX | 02/2017 | 08/2017 |
| Personal Capital Advisors Corporation | Dallas | TX | 08/2017 | 10/2022 |
| Mariner Wealth Advisors | Plano | TX | 10/2022 | 09/2025 |
| Cx Institutional | Plano | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-16 |
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