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Bentonville, AR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Ayco Personal Financial Management | Dallas | TX | 08/2019 | 09/2021 |
| Unemployed | Plano | TX | 05/2018 | 01/2019 |
| Charles Schwab | Westlake | TX | 10/2017 | 04/2018 |
| Murphy Oil Usa, Inc. | El Dorado | AR | 06/2015 | 09/2017 |
| Goldman Sachs & Co. Llc | Dallas | TX | 01/2021 | 09/2021 |
| Boston Mountain Money Management, Inc. | Rogers | AR | 09/2021 | 11/2022 |
| Mercer Allied Company, L.P. | Dallas | TX | 06/2019 | 01/2021 |
| Goldman Sachs Ayco Personal Financial Management | Dallas | TX | 02/2019 | 09/2021 |
| Taurus Financial Planning, Llc | Bentonville | AR | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-01 |
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