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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 12/2021 | 12/2022 |
| Aledo Isd | Aledo | TX | 10/2021 | 12/2021 |
| Unemployed | Aledo | TX | 08/2021 | 10/2021 |
| University Of North Texas Health Science Center | Fort Worth | TX | 06/2020 | 08/2021 |
| Splash Kingdom | Weatherford | TX | 06/2019 | 08/2019 |
| The University Of Texas At Austin, College Of Natural Sciences | Austin | TX | 01/2017 | 12/2018 |
| The University Of Texas At Austin | Austin | TX | 08/2016 | 05/2020 |
| Charles Schwab And Co., Inc. | Westlake | TX | 12/2022 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2024 | 04/2025 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2024 | 04/2025 |
| New York Life Insurance Company | Dallas | TX | 04/2025 | Present |
| Nylife Securities Llc | Dallas | TX | 05/2025 | Present |
| Eagle Strategies Llc | Dallas | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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