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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 | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fundamental Wealth Advisors | Liberty | TX | 01/2025 | Present |
| The Home Depot | College Station | TX | 07/2023 | 04/2025 |
| Texas A&M University | College Station | TX | 08/2021 | 08/2025 |
| Tarkington School System | Cleveland | TX | 08/2008 | 06/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2026 | Present |
| Cetera Investment Advisers Llc | Liberty | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-27 |
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