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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 10/2017 | 03/2022 |
| City Of Fort Worth | Fort Worth | TX | 03/2016 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 04/2022 | 07/2022 |
| Tarrant County College | Fort Worth | TX | 01/2016 | 05/2017 |
| Bank Of America, N.A. | Fort Worth | TX | 04/2022 | 07/2022 |
| J.P. Morgan Securities Llc | Plano | TX | 09/2022 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 09/2022 | 05/2024 |
| Charles Schwab & Co,., Inc | Fort Worth | TX | 01/2022 | 03/2022 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 10/2018 | 03/2022 |
| Unemployed | Fort Worth | TX | 08/2022 | 08/2022 |
| Td Ameritrade, Inc | Fort Worth | TX | 09/2017 | 03/2022 |
| Fisher Investments | Plano | TX | 07/2024 | 01/2026 |
| Unemployed | Fort Worth | TX | 05/2024 | 07/2024 |
| Transamerica Investors Securities, Llc | Fort Worth | TX | 03/2026 | Present |
| Transamerica Life Insurance Company | Fort Worth | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-28 |
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