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301 North Main Street, Taylor, TX 76574 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shb&C, Llc | Rosenberg | TX | 10/2021 | 03/2025 |
| Bank Of America | Garland | TX | 09/2017 | 05/2021 |
| Excel Home Health Services, Llc | Dallas | TX | 09/2016 | 08/2017 |
| Lpl Financial | Round Rock | TX | 03/2025 | 04/2026 |
| Unemployed | Pflugerville | TX | 06/2021 | 09/2021 |
| Unemployed | Hutto | TX | 04/2026 | 08/2026 |
| Dovetail Wealth Management | Taylor | TX | 08/2026 | Present |
| Lpl Financial Llc | Taylor | TX | 08/2026 | Present |
1. 8/2026 - Mary Yi - Non-Variable Insurance - INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Hutto TX 78634 - OBA Start date: 01/01/2026 2. 8/2026 - Dovetail Wealth Management -Non-Variable Insurance - INV REL - 5 Hour(s)/Month – 5 Hour(s) During Trading - Taylor TX 76574 - OBA Start date: 08/19/2026 3. 8/2026 - DOVETAIL WEALTH MANAGEMENT LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 40 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
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