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7000 Parkwood Blvd. Suite G300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
7000 Parkwood Blvd. Suite G300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southwest Christian School | Fort Worth | TX | 08/2015 | 06/2017 |
| Cy-Fair Highschool | Cypress | TX | 08/2021 | 05/2022 |
| Texas A&M University | College Station | TX | 07/2017 | 07/2022 |
| New York Life Insurance Company | Irving | TX | 07/2022 | 08/2022 |
| Nylife Securities Llc | Irving | TX | 08/2022 | 08/2022 |
| Ameriprise Financial Services, Llc | Lewisville | TX | 09/2022 | 08/2025 |
| Wave Wealth Management, Llc | Frisco | TX | 09/2025 | Present |
1) Licensed insurance agent; Not investment-related; Frisco, TX. 75034; Insurance sales; Implementation of insurance recommendations; 1 hour per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-15 |
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