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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
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 |
|---|---|---|---|---|
| Mariner | Overland Park | KS | 04/2025 | Present |
| Blackrock | San Francisco | CA | 07/2023 | 04/2025 |
| Sei Investments | Dallas | TX | 10/2022 | 06/2023 |
| Usaa Real Estate | Dallas | TX | 05/2022 | 10/2022 |
| Ch Investment Partners | Dallas | TX | 10/2021 | 05/2022 |
| Baker Tilly | Dallas | TX | 08/2021 | 10/2021 |
| Lbnl | Berkeley | CA | 06/2020 | 08/2021 |
| Exxonmobil | Spring | TX | 05/2019 | 04/2020 |
| Full-Time Student | College Station | TX | 07/2018 | 12/2019 |
| Standish Management | Dallas | TX | 10/2015 | 07/2018 |
| Fisher Investments | Plano | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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