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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deerwood Capital, Llc | Plano | TX | 03/2017 | Present |
| Sfmg Wealth Advisors | Plano | TX | 10/2016 | 08/2017 |
| Fxcm | Plano | TX | 10/2015 | 10/2016 |
Independent insurance agent since 2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-06 |
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