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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lions Municipal Golf Course/City Of Austin | Austin | TX | 02/2022 | 08/2026 |
| Maggies Moo's | Round Rock | TX | 06/2020 | 07/2021 |
| Ymca | Austin | TX | 12/2018 | 12/2020 |
| Unemployed | Austin | TX | 01/2016 | 12/2018 |
| Equitable Advisors, Llc. | New York | NY | 01/2026 | 05/2026 |
| Tiaa | Frisco | TX | 08/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 08/2026 | Present |
| Equitable Advisors | New York | NY | 02/2026 | 05/2026 |
| University Of Arlington | Arlington | TX | 08/2021 | 05/2022 |
| Texas State University | San Marcos | TX | 08/2022 | 05/2024 |
| Texas Tech University | Lubbock | TX | 08/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-12 |
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