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1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
1517 Centre Pl Dr, Denton, TX 76205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irving | TX | 03/2022 | 01/2026 |
| Amerisave Mortgage Corp | Scottsdale | AZ | 09/2020 | 03/2022 |
| Homemaker | Sahuarita | AZ | 03/2020 | 09/2020 |
| First Convenience Bank | Tucson | AZ | 11/2009 | 03/2020 |
| Bank Of America, N.A. | Irving | TX | 03/2022 | 01/2026 |
| Delos Wealth Advisors | Dendon | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-03 |
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