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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-17 |
Branch Locations
1 Cowboys Way Suite 450, Frisco, TX 75034 • United States
Gunter, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha | Midland | TX | 04/2014 | 03/2019 |
| Mutual Of Omaha Investor Services | Midland | TX | 10/2014 | 03/2019 |
| Lpl Financial Llc | Midland | TX | 03/2019 | 03/2020 |
| Raymond James Financial Services, Inc | Dallas | TX | 03/2020 | 10/2023 |
| Raymond James Financial Services Advisors, Inc | Dallas | TX | 03/2020 | 10/2023 |
| Rbc Capital Markets, Llc | Frisco | TX | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-05 |
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