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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
| WA | RA | APPROVED | 2024-06-17 |
Branch Locations
100 Crescent Court Suite 1500, Dallas, TX 75201-1871 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeside Equity Dba Dewitt And Dunn | Addison | TX | 02/2015 | 10/2020 |
| Watermark Home Loans | Irvine | CA | 10/2020 | 03/2022 |
| Bond Financial | Seattle | WA | 09/2022 | 11/2023 |
| Nylife Securities Llc | New York City | NY | 11/2023 | 06/2024 |
| Unemployed | Seattle | WA | 03/2022 | 09/2022 |
| Eagle Strategies Llc | Seattle | WA | 04/2024 | 05/2024 |
| Rbc Capital Markets, Llc | Dallas | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-24 |
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