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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| NC | RA | APPROVED | 2013-06-28 |
Branch Locations
10590 Independence Pointe Pkwy Suite 300, Matthews, NC 28105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 06/2013 | Present |
1.) MEMBER-CHARLOTTE MECKLENBURG REPUBLICAN WOMEN'S CLUB. NON INVESTMENT RELATED. DUTIES ARE PERFORMED OUTSIDE TRIUNE BUSINESS HOURS. 2.) MEMBER CHAIR OF ELLEVATE, CHARLOTTE CHAPTER (A GLOBAL PROFESSIONAL NETWORKING ASSOCIATION). CONDUCING THIS BUSINESS FOR ONE HOUR A WEEK NON DURING MARKET HOURS. NO COMPENSATION. 3.) PRESIDENT AND TREASURER OF CRU INC. NON PROFIT WINE TASTING SOCIAL CLUB. NOT INVESTMENT RELATED, NO COMPENSATION. 4.) Cru Inc.; Investment Related - No - 11705 Laurel Grove Lane, Charlotte, NC, 28226; Board Member; 02/2024; 0 Hours per Month and During market Hours. 5.) TCA Financial Group; Investment Related - Yes; 10590 Independence Pointe Pkwy; DBA; Partner/CFP/CIMA; Financial Advisor; 06/2013; 10 Hours Per Month; 10 During Trading Hours; providing financial planning and investment-related services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-23 |
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