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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-26 |
Branch Locations
8201 Preston Rd. Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 11/2019 | 08/2024 |
| New York Life Insurance Company | Dallas | TX | 06/2019 | 08/2024 |
| Bank Of America | Dallas | TX | 12/2013 | 07/2019 |
| Hilltop Securities Insurance | Dallas | TX | 08/2024 | Present |
| Hilltop Securities Inc. | Dallas | TX | 08/2024 | Present |
1] Cub Scout Pack 114 , Non-Investment related, Carrollton, TX, Non-profit, Treasurer, Duties include, bank statement reconciliation, budget planning, purchases reimbursement, Start date Aug 29, 2024, 12 hrs/per month during business hours, 0 hrs/per month during non-business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-22 |
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