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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
2920 Duniven Circle Suite Y, Amarillo, TX 79109 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goosehead Insurance | Westlake | TX | 12/2021 | 06/2022 |
| Aztec Nation Sports | San Antonio | TX | 05/2021 | 12/2021 |
| Banks & Banks Attorneys At Law, P.C | Bryan | TX | 01/2020 | 01/2021 |
| Jw Marriott | San Antonio | TX | 05/2019 | 08/2019 |
| Texas A&M Athletic Department | College Station | TX | 11/2018 | 05/2019 |
| Tpc San Antonio | San Antonio | TX | 05/2018 | 08/2018 |
| Jw Marriott | San Antonio | TX | 02/2017 | 08/2017 |
| Ymca | San Antonio | TX | 04/2016 | 10/2016 |
| Fidelity Investments | Westlake | TX | 07/2022 | 08/2023 |
| Texas A&M University | College Station | TX | 08/2017 | 05/2021 |
| James Madison High School | San Antonio | TX | 08/2013 | 06/2017 |
| Solutions 4 Wealth | Southlake | TX | 12/2024 | 03/2026 |
| Fidelity Investments | Westlake | TX | 08/2023 | 11/2024 |
| Sullivan Financial Partners | Southlake | TX | 06/2026 | Present |
| Triad Wealth Partners | Lawrence | KS | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-27 |
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