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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| LA | RA | APPROVED | 2025-04-02 |
Branch Locations
1245 West Causeway Approach, Mandeville, LA 70471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Associates | Arlington | VA | 02/2016 | 10/2017 |
| Brown Advisory | Chevy Chase | MD | 10/2017 | 12/2020 |
| Brown Advisory | Chevy Chase | MD | 01/2020 | 02/2023 |
| Prospera Financial Services Inc. | Dallas | TX | 03/2023 | 03/2026 |
| Prospera Financial Services Inc. | Dallas | TX | 04/2026 | Present |
Becker Suffern McLanahan, Ltd.; Investment Related - Yes; 1245 West Causeway Approach, Mandeville, LA 70471; DBA; Director of Financial Planning; Advisor; 04/2026; 160 Hours Per Month; 160 During Trading Hours; Providing financial planning and investment-related services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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