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17 Cowboys Way, Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True North Advisors, Llc | Dallas | TX | 12/2020 | 02/2024 |
| Aspiriant | Minneapolis | MN | 10/2018 | 11/2020 |
| The Mather Group | Houston | TX | 05/2018 | 10/2018 |
| Integrity Wealth | Minneapolis | MN | 01/2018 | 05/2018 |
| White Oaks | Minneapolis | MN | 05/2017 | 08/2017 |
| Texas Tech Student Union | Lubbock | TX | 10/2014 | 11/2017 |
| Strata Wealth Advisors, Llc | Dallas | TX | 02/2024 | 03/2025 |
| Texas Tech University | Lubbock | TX | 08/2014 | 12/2017 |
| Cain Watters & Associates, Llc | Frisco | TX | 03/2025 | Present |
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