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5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
5060 Tennyson Pkwy Suite 300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 08/2014 | 07/2017 |
| Retirement Planners Of America | Plano | TX | 07/2017 | 09/2025 |
| Nexus One Financial Advisors Llc | Plano | TX | 10/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-05 |
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