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Lewisville, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aimbridge Hospitality | Plano | TX | 06/2019 | 12/2020 |
| Goldman Sachs | Dallas | TX | 03/2017 | 03/2019 |
| Park Avenue Securities, Llc | Frisco | TX | 01/2022 | 03/2022 |
| Massmutual Life Insurance Co | Dallas | TX | 03/2022 | Present |
| Mml Investors Services, Llc | Dallas | TX | 04/2022 | 03/2026 |
| Unemployed | Dallas | TX | 03/2019 | 06/2019 |
| Fidelity Investments | Westlake | TX | 08/2007 | 03/2017 |
| Park Avenue Securities Llc | Frisco | TX | 03/2021 | 01/2022 |
| Frontstage Financial Llc | Lewisville | TX | 03/2026 | Present |
| Guardian Life Insurance Company | Frisco | TX | 12/2020 | 03/2022 |
1) MassMutual Life Insurance Co; Investment-related; Same address; Agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
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