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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber Eats | San Francisco | CA | 05/2018 | 03/2023 |
| Creative Sales Consulting | Euless | TX | 05/2019 | 08/2019 |
| Enterprise Rent-A-Car | Texarkana | TX | 06/2020 | 09/2021 |
| Creative Sales Consulting | Fort Worth | TX | 09/2021 | 04/2024 |
| Full Time Education | Texarkana | TX | 08/2016 | 05/2020 |
| Charles Schwab & Co., Inc | Westlake | TX | 04/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2026 | Present |
| Farpointe Wealth Partners, Llc | Southlake | TX | 12/2025 | Present |
| Farpointe Wealth Advisors, Llc | Southlake | TX | 12/2025 | Present |
| Highpoint Financial Group, Llc | Tulsa | OK | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
1) FARPOINTE WEALTH PARTNERS, LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENT/WEALTH MANAGEMENT; CLIENT SERVICE ASSOCIATE; SINCE 12/2025; 120 HRS/MO 2) FARPOINTE WEALTH ADVISORS, LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR FINANCIAL SERVICES; CLIENT SERVICE ASSOCIATE; SINCE 12/2025; 80 HRS/MO 3) NAME OF OTHER BUSINESS: HIGHPOINT FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: 8282 S. MEMORIAL DR., STE. 106 TULSA, OK 74133; NATURE OF BUSINESS: FINANCIAL SERVICES AND PLANNING; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE SUPPORT SERVICES TO BOTH FARPOINTE AND HIGHPOINT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-22 |
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