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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobra Trading, Inc. | Carrollton | TX | 05/2026 | 08/2026 |
| Wpwealth Llp | Fort Worth | TX | 02/2024 | 07/2024 |
| Unemployed | Dallas | TX | 12/2023 | 02/2024 |
| Domino's | Dallas | TX | 09/2023 | 12/2023 |
| Smu | Dallas | TX | 06/2023 | 12/2023 |
| Whitley Penn | Dallas | TX | 06/2020 | 06/2023 |
| Whitley Penn | Dallas | TX | 01/2020 | 06/2020 |
| Smu | Dallas | TX | 08/2019 | 12/2019 |
| Educational Products Inc. | Farmer's Branch | TX | 06/2019 | 08/2019 |
| Unemployed | Dallas | TX | 04/2019 | 06/2019 |
| Accessfares | Dallas | TX | 08/2018 | 04/2019 |
| Dallas Area Rape Crisis Center | Dallas | TX | 06/2018 | 08/2018 |
| Smu | Dallas | TX | 08/2017 | 05/2018 |
| Smu | Dallas | TX | 08/2016 | 05/2017 |
| On The Border Restaurant | Fairfax | VA | 06/2017 | 08/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | 05/2026 |
| Smartpro Financial | Bradenton | FL | 09/2024 | 11/2025 |
| Cambridge Investment Research , Inc. | Fairfield | IA | 01/2026 | 05/2026 |
| Cambridge Investment Research , Inc. | Fairfield | IA | 02/2026 | 05/2026 |
| Prospera Financial Services, Inc. | Dallas | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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