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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 |
|---|---|---|---|---|
| Rosati's Pizzeria | Cedar Park | TX | 01/2022 | 03/2024 |
| Hyatt Hotels | Cedar Creek | TX | 03/2017 | 01/2021 |
| Chipotle Mexican Grill | Austin | TX | 01/2016 | 03/2017 |
| Full Time Education | San Antonio | TX | 01/2021 | 12/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 03/2024 | 12/2024 |
| Hilltop Securities Inc. | Dallas | TX | 02/2025 | Present |
1] Dr.Ueckert Dentistry; Non-Investment Related, 7030 Village Center Dr. Austin TX 78731, Private Company, Personal Bookkeeper, 02/16/2026 Start Date, 20 hrs/mo non-business, 0 hrs/mo trading hours, Assiting Doctor with personal bookkeeping of expenses, income and generating spending reports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-02 |
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