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801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
18500 N. Allied Way, Phoenix, AZ 85054 • United States
801 E. Plano Pkwy Suite 220, Plano, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nobles & Richards Advisors, Llc | Plano | TX | 06/2026 | Present |
| Northern Arizona University | Flagstaff | AZ | 07/2017 | 04/2018 |
| Fremont Station | Flagstaff | AZ | 07/2017 | 09/2017 |
| Northern Arizona University | Flagstaff | AZ | 05/2017 | 07/2017 |
| Tjx Companies, Inc. | Flagstaff | AZ | 09/2015 | 05/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 05/2018 | 09/2020 |
| Lockton Companies Llc | Scottsdale | AZ | 09/2020 | 03/2021 |
| Lockton Investment Securities, Llc | Scottsdale | AZ | 08/2020 | 03/2021 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 03/2021 | 06/2025 |
| Charles Schwab Bank, Ssb | Phoenix | AZ | 03/2023 | 06/2025 |
| Td Ameritrade, Inc. | Bellevue | WA | 03/2023 | 06/2024 |
| Yrefy, Llc | Phoenix | AZ | 07/2025 | Present |
| Nobles & Richards, Inc | Plano | TX | 07/2025 | Present |
| Guidepoint Insurance Advisors | Phoenix | AZ | 08/2026 | Present |
Yrefy, LLC; Inv-rel; Phoenix, AZ 85054; Start 07/2025; Sales of securities; Employee; Registered Representative; 160 hrs; Duties: Sales GuidePoint Insurance Advisors; Phoenix, AZ 85037; Starting 08-2026; not inv-rel; medicare insurance sales; agent; 10 hours/mo; 0 during trading hours; Duties: Health insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
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