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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-04 |
| MS | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
6000 Western Place Suite 120, Fort Worth, TX 76107 • United States
Fort Worth, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Fort Worth | TX | 05/2026 | Present |
| Guardian Life Insurance Comany | Fort Worth | TX | 05/2026 | Present |
| Unemployed | Fort Worth | TX | 12/2025 | 03/2026 |
| American Income Life | Fort Worth | TX | 03/2026 | 04/2026 |
| Wells Fargo | Menomonee Falls | WI | 09/2017 | 10/2018 |
| Bmo Harris | Milwaukee | WI | 03/2017 | 09/2017 |
| Us Bank | West Allis | WI | 01/2016 | 03/2017 |
| Pruco Securities | Wauwatosa | WI | 11/2018 | 02/2020 |
| The Prudential Insurance Company Of America | Wauwatosa | WI | 12/2018 | 02/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2020 | 12/2025 |
| Charles Schwab Bank, Ssb | Westlake | TX | 05/2020 | 12/2025 |
1) Uber|Investment Related:No|1455 Market St;San Francisco;CA;94103;USA|Travel/Transportation/Tourism|Driver|2018-07-18|HoursPerMonth:Varies|HoursSpentduringSecurityTrading:0|Uber is ride sharing app where people request a ride to a specific destination. 2) Money Mansion DFW LLC|Investment Related:No|Real Estate (Non-Agent/Broker)|President and CEO|2024-09-13|HoursPerMonth:1|HoursSpentduringSecurityTrading:0|Buy and rent retail and commercial properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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