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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-19 |
Branch Locations
6860 N Dallas Pkwy Suite 200, Plano, TX 75024 • United States
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Cedar Rapids | IA | 04/2014 | 06/2017 |
| Transamerica Investors Securities Corporation | Cedar Rapids | IA | 05/2014 | 06/2017 |
| Qualified Plan Solutions | Wichita | KS | 07/2017 | 12/2018 |
| Milliman | Dallas | TX | 12/2018 | 12/2019 |
| Newport Group | Dallas | TX | 12/2019 | 06/2022 |
| Trinity Pension Con | Akron | OH | 03/2023 | 12/2023 |
| T Bank N.A. | Dallas | TX | 08/2024 | 11/2024 |
| Ima Advisory Services | Denver | CO | 11/2024 | 06/2025 |
| Self | Dallas | TX | 12/2023 | 08/2024 |
| Merlux Pool | Dallas | TX | 06/2022 | 10/2022 |
| Self | Dallas | TX | 11/2022 | 01/2023 |
| Proservice Of Hawaii | Honolulu | HI | 09/2025 | 12/2025 |
| Self | Dallas | TX | 06/2025 | 09/2025 |
| Financial & Tax Architects, Llc | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-21 |
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