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30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2023 | 03/2023 |
| Unemployed | Rockwall | TX | 11/2022 | 02/2023 |
| Camelback Strategy Group | Phoenix | AZ | 09/2022 | 11/2022 |
| Baylor University | Waco | TX | 01/2020 | 12/2022 |
| Texas Christian University | Forth Worth | TX | 08/2019 | 12/2019 |
| Rockwall High School | Rockwall | TX | 08/2015 | 08/2019 |
| Farmers Insurance | Rockwall | TX | 01/2020 | 05/2020 |
| Equitable | Dallas | TX | 02/2023 | 03/2023 |
| Unemployed | Rockwall | TX | 01/2023 | 02/2023 |
| Baylor University | Waco | TX | 05/2019 | 01/2023 |
| Rockwall Isd | Rockwall | TX | 09/2006 | 05/2019 |
| Farmers Insurance | Rockwall | TX | 03/2023 | Present |
| Farmers Financial Solutions | Rockwall | TX | 04/2023 | Present |
| Farmers Asset Management | Rockwall | TX | 08/2026 | Present |
FARMERS INSURANCE AGENCY POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1120 START DATE: 03/15/2023 ADDRESS: Rockwall TX 75087, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-28 |
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