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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-24 |
Branch Locations
15303 Dallas Parkway Ste. 460, Addison, TX 75001 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 12/2017 | 05/2023 |
| New York Life Insurance Company | Dallas | TX | 07/2017 | 05/2023 |
| Technotake Solutions Inc | Plano | TX | 08/2008 | Present |
| Creative Planning Llc | Overland Park | KS | 05/2023 | Present |
1) Technotake Solutions Inc; 7604 Memphis Drive, Plano TX 75024; start date 08/2008; Owner;Software Consulting Services; Part Owner with Husband;not investment related 2) Rental Property;2401 Collier Drive, McKinney, TX 75071;start date 08/2016;Rent out property/collect rent;owner; not investment related 3) Frisco Gifted Association; Frisco Gifted Association is a non-profit organization of parents, educators, and community members who are committed to supporting and creating expanded opportunities for the education of gifted and talented students under age 19 and their families; 5000 Eldorado Parkway Suite 150 Frisco, TX 75033; Start Date 08/2019; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours 4) CFA Society of Dallas/FortWorth; To promote and uphold the ethical and professional standards set by CFA Institute. We provide thought leadership through education, advocacy, engagement, and career development resources for the benefit of our members and our community.; 12900 Preston Road, Suite 1210 Dallas, TX 75230; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours; Social Media Director. 5) Image Studios; Dallas, TX; not investment related; nature of business - Franchise; position - Partner (silent with spouse); start date 9.5.23; 10 hours per month/ 0 hours during trading. 6)Frisco Indians Lions Club; Frisco, TX; not investment related; nature of business - non profit; position - Treasurer; start date 1.11.24; 4 hours per month; 0 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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