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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-29 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2022 | 04/2026 |
| Prosper Isd | Prosper | TX | 08/2018 | 05/2022 |
| Nordstrom - Ebar Artisan Coffee | Dallas | TX | 05/2018 | 07/2018 |
| Self-Employed | Celina | TX | 10/2017 | 05/2018 |
| University Of North Texas | Denton | TX | 01/2015 | 05/2018 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 04/2026 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 07/2023 | 03/2025 |
| Tiaa | Frisco | TX | 04/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 04/2026 | Present |
Name: Notary Public Position: Public Notary Nature: Public Notary in TX. Notarization of signatures on documents. Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 04/23/2026 Address: Home Address, Ponder TX 76259, United States Description: Notarization
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-30 |
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