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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise | Las Vegas | NV | 06/2017 | 09/2017 |
| Vicotria Secret Pink | Sandy | UT | 05/2015 | 05/2017 |
| Ameriprise Financial Services | Sandy | UT | 10/2017 | 06/2018 |
| Texas Tech University | Lubbock | TX | 07/2018 | 05/2020 |
| Amicus Financial Advisors | Lubbock | TX | 01/2019 | 05/2020 |
| Unemployed | Sandy | UT | 06/2020 | 08/2020 |
| Plancorp, Llc | Saint Louis | MO | 09/2020 | 05/2021 |
| Sfmg Wealth Advisors | Dallas | TX | 06/2021 | 10/2023 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 10/2023 | Present |
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