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631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
Fort Worth, TX • United States
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon By Mm Mobile | Fort Worth | TX | 01/2016 | 02/2018 |
| Oportun | Fort Worth | TX | 03/2018 | 04/2019 |
| Bank Of America | Fort Worth | TX | 04/2019 | 12/2021 |
| Fidelity | West Lake | TX | 01/2022 | 05/2024 |
| Missionsquare Investment Services | Washington | DC | 05/2024 | 08/2025 |
| Missionsquare Retirement | Washington | DC | 05/2024 | 08/2025 |
| Advus Financial Partners, Llc | Fort Worth | TX | 02/2026 | Present |
| Unemployed | Fort Worth | TX | 08/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-01 |
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