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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
San Antonio, TX • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2017 | 12/2024 |
| Sapphire Compliance | San Antonio | TX | 03/2016 | 09/2016 |
| Unemployed | San Antonio | TX | 09/2016 | 11/2016 |
| 1St Choice Recruiting / Randstad | San Antonio | TX | 11/2016 | 09/2017 |
| Bank Of America, N.A. | San Antonio | TX | 06/2018 | 12/2024 |
| One Advisory Partners, Llc | Overland Park | KS | 01/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-08 |
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