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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
| VT | RA | APPROVED | 2026-06-12 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shogun Japenese Steakhouse | Fayetteville | AR | 12/2020 | 08/2021 |
| Mojo's Pints And Pies | Fayetteville | AR | 06/2021 | 10/2021 |
| Raising Canes Chicken | Fayetteville | AR | 10/2019 | 07/2020 |
| Outback Steakhouse | Plano | TX | 05/2020 | 08/2020 |
| Cabela's | Allen | TX | 12/2017 | 12/2018 |
| Raising Canes Chicken | Allen | TX | 09/2015 | 09/2016 |
| Equitable Advisors Llc | New York | NY | 04/2022 | 06/2022 |
| Equitable Financial Life Insurance Co. | New York | NY | 04/2022 | 06/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 08/2022 | 07/2024 |
| Unemployed | Lucas | TX | 10/2016 | 11/2017 |
| Unemployed | Fayetteville | AR | 01/2019 | 09/2019 |
| Unemployed | Fayetteville | AR | 11/2021 | 03/2022 |
| Harvest Seasonal Kitchen | Mckinney | TX | 07/2022 | 08/2022 |
| Unemployed | Fayetteville | AR | 09/2020 | 11/2020 |
| Fisher Investments | Plano | TX | 07/2024 | 05/2026 |
| Tiaa | Frisco | TX | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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