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1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
1050 South Central Expy Suite 1140, Allen, TX 75013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte & Touche | Dallas | TX | 11/2019 | 08/2022 |
| Lifetime Fitness | Dallas | TX | 05/2019 | 11/2019 |
| Vipkid | Dallas | TX | 01/2019 | 10/2019 |
| Adventures In Missions | Gainesville | GA | 01/2018 | 12/2018 |
| Western Kentucky University | Bowling Green | KY | 08/2013 | 12/2017 |
| Assetbuilder | Plano | TX | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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