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17 Cowboys Way, Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coppell | TX | 03/2022 | 03/2025 |
| Modern Woodmen | Dallas | TX | 06/2021 | 02/2022 |
| Southern Methodist University | Dallas | TX | 08/2019 | 12/2021 |
| Hippo Insurance | Austin | TX | 10/2018 | 08/2019 |
| Amherst Holdings | Austin | TX | 10/2018 | 08/2019 |
| Santaluz Country Club | San Diego | CA | 07/2018 | 09/2018 |
| Ced National Accounts | Santa Ana | CA | 06/2017 | 09/2017 |
| Santaluz Country Club | San Diego | CA | 06/2020 | 08/2020 |
| University Of California, Riverside | Riverside | CA | 09/2017 | 07/2018 |
| University Of California, Riverside | Riverside | CA | 09/2016 | 06/2017 |
| Bell Tower Builders | San Diego | CA | 06/2016 | 09/2016 |
| Bank Of America, N.A | Coppell | TX | 06/2022 | 03/2025 |
| Cain Watters & Assocaites, Llc | Frisco | TX | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
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