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3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
Branch Locations
3960 Dallas Parkway Suite 400, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sfmg Wealth Advisors | Plano | TX | 04/2026 | Present |
| Deloitte | Dallas | TX | 06/2021 | 04/2026 |
| Farmers Insurance | South Jordan | UT | 03/2019 | 12/2019 |
| Clearlink Insurance Agency | Orem | UT | 08/2018 | 03/2019 |
| Utah Valley University | Orem | UT | 05/2017 | 05/2021 |
| Church Of Jesus Christ | Redwood City | CA | 05/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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