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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Plano, TX • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 01/2023 | 11/2025 |
| Freeman | Dallas | TX | 09/2018 | 08/2023 |
| Broadway Dallas | Dallas | TX | 03/2022 | 05/2022 |
| Cast & Crew Production Services, Llc | Burbank | CA | 03/2022 | 03/2022 |
| Texas Ballet Theater, Inc | Dallas | TX | 02/2022 | 02/2022 |
| Superior Staffing Llc | Nashville | TN | 08/2020 | 10/2020 |
| Us Census Bureau | Suitland | MD | 08/2020 | 08/2020 |
| Upstage Center | Pearland | TX | 03/2022 | 05/2022 |
| At&T Performing Arts Center | Dallas | TX | 04/2019 | 04/2022 |
| Iapp | Dallas | TX | 04/2019 | 10/2022 |
| Perot Museum Of Nature And Science | Dallas | TX | 05/2022 | 05/2022 |
| Uber | San Francisco | CA | 06/2021 | 09/2022 |
| Post Mates | San Francisco | CA | 08/2017 | 08/2020 |
| San Francisco Art Institute | San Francisco | CA | 08/2017 | 08/2018 |
| Lyft | San Francisco | CA | 04/2016 | 07/2016 |
| Cake Works | Honolulu | HI | 10/2013 | 08/2016 |
| San Francisco Art Institute | San Francisco | CA | 08/2016 | 06/2018 |
| Opteam | Euless | TX | 04/2022 | 11/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2025 | Present |
| Tiaa | Frisco | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-09 |
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