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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-14 |
| VT | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Frisco, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glp Investment Services, Llc | Farmington Hills | MI | 07/2014 | 11/2018 |
| Glp & Associates | Farmington Hills | MI | 06/2014 | 10/2018 |
| Lincoln Financial Advisors Corporation | Dallas | TX | 10/2018 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Richland Hills | TX | 11/2021 | 10/2023 |
| Bank Of America, N.A. | North Richland Hills | TX | 11/2021 | 10/2023 |
| Tiaa | Frisco | TX | 10/2023 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2023 | Present |
(1) SOUL-FULL TREATS LLC POSITION: Co-Owner NATURE: This is a bakery/catering business. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2024 ADDRESS: 901 W Bardin Rd #101, Arlington TX 76017, United States DESCRIPTION: I assist my husband with the budget and expenses of the business. (2) COLEMAR ENTERPRISES LLC POSITION: Partner NATURE: This LLC is not not currently being used for any business activity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2023 ADDRESS: 4000 Sumac Ct., Arlington TX 76107, United States DESCRIPTION: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-01 |
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