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2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfr Capital | Plano | TX | 09/2025 | 06/2026 |
| Cadence Bank | Mckinney | TX | 04/2025 | 09/2025 |
| Unemployed | Anna | TX | 01/2025 | 04/2025 |
| First Citizens Bank | Frisco | TX | 12/2023 | 01/2025 |
| Valliance Bank | Mckinney | TX | 09/2021 | 12/2023 |
| Prosperity Bank | Allen | TX | 10/2019 | 09/2021 |
| Avis Car Rental | Plano | TX | 04/2019 | 10/2019 |
| Carnival Cruise Lines | Miami | FL | 03/2019 | 04/2019 |
| Unemployed | Wylie | TX | 10/2018 | 03/2019 |
| Plano Isd | Plano | TX | 08/2018 | 10/2018 |
| Austin Community College | San Marcos | TX | 11/2017 | 07/2018 |
| Sunset After School Care | San Marcos | TX | 08/2017 | 06/2018 |
| North Pacific Seafoods | Naknek | AK | 06/2017 | 07/2017 |
| Plano Isd | Plano | TX | 11/2015 | 05/2017 |
| Heart & Home Realtors | Allen | TX | 03/2021 | Present |
| Gds Wealth Management | Flower Mound | TX | 07/2026 | Present |
Heart & Home Realtors; not investment-related; 414 Spring Air Dr. Allen, TX 75002; Real Estate; Licensed agent; March 2021; 0-5 hours/month none during trading hours; Real estate activities. Property owner (Landlord); not investment-related; 408 Westpark Dr. Anna, TX 75409; Rental property; Owner; June 2022; 0-4hours/month none during trading hours; management of property. Sunset at McKinney, LLC; Investment Related; 1755 Telstar Dr. Ste 501 Colorado Springs, CO 80920; passive investor; June 2025;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
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