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200 East 7Th Street, Auburn, IN 46706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2023-11-09 |
Branch Locations
7500 Dallas Parkway Suite 476, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plano West Senior High School | Plano | TX | 08/2017 | 06/2018 |
| Bear Creek Golf Course | Dallas | TX | 06/2017 | 08/2017 |
| Plano West Senior High School | Plano | TX | 08/2016 | 06/2017 |
| Plano Sports Auhtority | Plano | TX | 06/2018 | 08/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2019 |
| Lakewood Country Club | Dallas | TX | 06/2019 | 08/2019 |
| University Of Alabama | Tuscaloosa | AL | 08/2019 | 05/2020 |
| North River Yacht Club | Tuscaloosa | AL | 06/2020 | 08/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 06/2021 |
| Pi Kappa Phi- Omicron Chapter | Tuscaloosa | AL | 01/2021 | 11/2021 |
| Bank Of The West | Grapevine | TX | 05/2021 | 08/2021 |
| University Of Alabama | Tuscaloosa | AL | 08/2021 | 05/2022 |
| Fisher Investments | Plano | TX | 08/2022 | 11/2023 |
| Cx Institutional, Llc | Plano | TX | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
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