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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
Branch Locations
1347 Dominion Plaza, Tyler, TX 75703-1013 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Norman | OK | 05/2015 | 01/2018 |
| Unemployed | Tyler | TX | 01/2018 | 03/2018 |
| Crest Process Systems | Tyler | TX | 03/2018 | 06/2018 |
| Full-Time Education | Norman | OK | 06/2018 | 08/2018 |
| Unemployed | Tyler | TX | 08/2018 | 01/2019 |
| Lpl Financial | Dallas | TX | 01/2019 | 03/2020 |
| Raymond James Financial Services, Inc. | Dallas | TX | 03/2020 | 09/2021 |
| Elite Financial Management | Dallas | TX | 03/2020 | 09/2021 |
| Woodbury Financial Services Inc | Mckinney | TX | 11/2021 | 01/2024 |
| Osaic Wealth, Inc. | Mckinney | TX | 01/2024 | 05/2025 |
| Rbc Capital Markets, Llc | Dallas | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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