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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6720-B Rockledge Drive Suite 600-B, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2022 | Present |
| Unemployed | Denton | TX | 08/2021 | 03/2022 |
| Timberlinks Golf Club | Denton | TX | 07/2019 | 08/2021 |
| University Of North Texas | Denton | TX | 10/2018 | 07/2019 |
| University Of North Texas Clark Bakery | Denton | TX | 08/2017 | 10/2018 |
| Midway Independent School District | Waco | TX | 03/2012 | 08/2017 |
| Lincoln Financial Advisors | Bethesda | MD | 08/2023 | 01/2025 |
| Osaic Wealth, Inc. | Bethesda | MD | 01/2025 | Present |
1. K N & A, INC., DBA NOLAN FINANCIAL GROUP POSITION: Senior Account Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 08/21/2023 ADDRESS: 6720-B Rockledge Dr, Suite 600-B, Bethesda MD 20817, United States DESCRIPTION: Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
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