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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Cincinnati | OH | 06/2022 | 12/2022 |
| Trader Joe's | Cincinnati | OH | 06/2021 | 06/2022 |
| Unemployed | Cincinnati | OH | 07/2020 | 06/2021 |
| Rusty Taco | Dayton | OH | 11/2018 | 05/2020 |
| Keller Williams | Dayton | OH | 06/2019 | 07/2020 |
| Berkshire Hathaway Home Services | Dayton | OH | 02/2019 | 06/2019 |
| Remax | Dayton | OH | 05/2018 | 02/2019 |
| Cimmaron Woods | Dayton | OH | 07/2017 | 09/2018 |
| Dorothy Lane Market | Dayton | OH | 07/2016 | 06/2017 |
| 34 North Jefferson Llc | Dayton | OH | 08/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 12/2022 | 05/2026 |
| Miami University | Oxford | OH | 08/2013 | 05/2020 |
| Bank Of America, N.A. | Chandler | AZ | 01/2023 | 05/2026 |
| Fisher Investments | Plano | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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