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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Road House | Longview | TX | 12/2016 | 08/2017 |
| City Of Longview Public Works | Longview | TX | 08/2017 | 01/2019 |
| Cudd Energy Services | Kilgore | TX | 01/2019 | 04/2019 |
| Keller Williams Denton | Denton | TX | 06/2019 | 08/2019 |
| United Real Estate | Dallas | TX | 08/2019 | 04/2022 |
| Champions School Of Real Estate | Plano | TX | 04/2019 | 06/2019 |
| Fed Ex | Fort Worth | TX | 10/2019 | 11/2019 |
| Roadrunner Freight | Grand Prairie | TX | 11/2019 | 12/2019 |
| North Lake College | Irving | TX | 01/2020 | 05/2020 |
| Amchel Communications | Wylie | TX | 05/2020 | 09/2020 |
| At&T | Richardson | TX | 09/2020 | 07/2022 |
| Fidelity | Westlake | TX | 07/2022 | 04/2023 |
| Longview High School | Longview | TX | 08/2013 | 05/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2023 | Present |
| Tiaa | Frisco | TX | 05/2023 | Present |
| Fidelity Brokerage Services Llc | Westlake | TX | 07/2022 | 04/2023 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 01/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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