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2820 Dallas Parkway, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Frisco | TX | 04/2018 | 06/2021 |
| H Square Custom Woodwork | Southlake | TX | 08/2015 | 06/2017 |
| Blackdoor Renovation | Southlake | TX | 06/2017 | 12/2017 |
| Advanced Environmental Concepts | Carrollton | TX | 01/2018 | 03/2018 |
| Retirement Planners Of America | Plano | TX | 06/2021 | Present |
Independent insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-19 |
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