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566 North Kimball Ave Suite 120, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-08 |
Branch Locations
566 North Kimball Ave Suite 120, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Frisco | TX | 06/2022 | 02/2023 |
| Autonation | Fort Worth | TX | 11/2021 | 07/2022 |
| Old Chicago Restaurants | Fort Worth | TX | 05/2021 | 11/2021 |
| The Keller Pointe | Keller | TX | 05/2019 | 08/2019 |
| Walmart | Fort Worth | TX | 05/2017 | 11/2017 |
| Pizza Garden | Bedford | TX | 01/2018 | 05/2018 |
| Tropical Smoothie Cafe | Fort Worth | TX | 05/2018 | 08/2018 |
| Mexican Inn Cafe | Keller | TX | 08/2018 | 11/2018 |
| University Of Houston | Houston | TX | 08/2019 | 05/2021 |
| Tarrant County College | Hurst | TX | 08/2017 | 05/2019 |
| Nylife Securities Llc | Frisco | TX | 11/2022 | 02/2023 |
| Solutions 4 Wealth | Southlake | TX | 10/2023 | Present |
| Autonation | Fort Worth | TX | 02/2023 | 10/2023 |
| Central High School | Fort Worth | FL | 08/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
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