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17304 Preston Road Suite 800, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-12 |
| TX | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Frederick | MD | 03/2017 | 04/2018 |
| Jimmy John's | Winchester | VA | 08/2015 | 03/2017 |
| Bankers Life Securities | Frederick | MD | 10/2017 | 04/2018 |
| Edward Jones | St. Louis | MO | 04/2018 | 12/2018 |
| Royal Crest Financial | Winchester | VA | 12/2018 | 04/2022 |
| Mattress Warehouse | Frederick | MD | 04/2022 | 12/2023 |
| Topstep Trader | Chicago | IL | 12/2023 | 02/2025 |
| Symphony One Capital Management | Dallas | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
| S66 | Uniform Combined State Law Examination | 2018-01-16 |
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