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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
200 Crescent Court Suite 550, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2022 | 05/2022 |
| Creditease- Good Hope Group | Irvine | CA | 06/2020 | 07/2021 |
| Unemployed | Richardson | TX | 07/2021 | 01/2022 |
| Unemployed | Richardson | TX | 12/2019 | 06/2020 |
| University Of Texas At Dallas | Richardson | TX | 01/2018 | 12/2019 |
| Neolithic Fintech | Ames | IA | 03/2017 | 04/2018 |
| Supreme Auto | Ames | IA | 01/2017 | 04/2018 |
| Sinoway Credit | Beijing | 01/2016 | 01/2017 | |
| The Vanguard Group, Inc. | Plano | TX | 05/2022 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 09/2023 | 10/2025 |
| Bank Of America, N.A. | Dallas | TX | 12/2023 | 10/2025 |
| Raymond James & Associates, Inc | Dallas | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
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