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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 09/2014 | 07/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2018 | 10/2018 |
| Barnes & Noble | Plano | TX | 10/2017 | 11/2017 |
| Sessions Payroll Management | Burbank | CA | 08/2021 | 02/2022 |
| Payqwick Inc | Calabasas | CA | 12/2019 | 08/2021 |
| Victoria's Secret Stores, Llc | Canoga Park | CA | 09/2019 | 12/2019 |
| Entertainment Partners | Burbank | CA | 07/2021 | 02/2022 |
| Entertainment Partners | Burbank | CA | 04/2019 | 12/2019 |
| The Fba Broker | Reseda | CA | 10/2018 | 04/2019 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2022 | 06/2026 |
| Institutional Securities Corp | Dallas | TX | 06/2026 | Present |
| Isc Advisors, Inc. | Dallas | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
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