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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-10 |
| NE | RA | APPROVED | 2020-11-06 |
Branch Locations
1111 North 102Nd Court Ste 228, Omaha, NE 68114 • United States
12377 Merit Drive Suite 1500, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 06/2020 | Present |
| Wit Capital Management, Llc | Omaha | NE | 05/2020 | Present |
| Lighthouse Financial | Rogers | AR | 09/2017 | 04/2020 |
| Axa Advisors, Llc | Dallas | TX | 05/2019 | 08/2019 |
| Sonic Drive-In | Grapevine | TX | 05/2017 | 08/2017 |
| University Of Arkansas | Fayesttsville | AR | 08/2016 | 05/2020 |
1. WIT Capital Management, LLC; 1111 N 102nd Court Ste 100, Omaha, NE 68114; Registered Sales Assistant - Broker; Start 9/25/2024; Approximately 160 hours per month. 2. Crown Opportunities, LLC; 2920 Carlisle St. Apt 609 Dallas, TX 75204; Managing member of the partnership; Start 8/25/2025; Approximately 5 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-27 |
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