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Irving, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Central European University | Budapest | 09/2016 | 06/2017 | |
| Td Ameritrade, Inc. | Southlake | TX | 01/2018 | 12/2019 |
| Self-Employed | Bellevue | NE | 07/2017 | 01/2018 |
| Northwestern Mutual Investment Services, Llc | Irving | TX | 12/2019 | 04/2025 |
| Advising For Life, Llc | Irving | TX | 05/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Bhairavi Dallas Duplex II LLC c/o Lalitha LLC; Investment-related; 1861 N Central Expwy, Suite #400, Plano, TX. 75075; Limited partner; Passive investor; Entitled to a share in gains contingent on successful sale of property, or a share of income if held; Less than 5% of time per month. 3) 1808C E Northgate Dr; 1808 E Northgate Dr, Unit C, Irving, TX, 75062; Condominium rental; Property manager; Identifying prospective renters, providing and signing contracts, collecting monthly rent payments, maintaining and repairing property as needed; Less than 5% of time during the month. 4) Bookkeeping For Life LLC; Non-Investment-related; Same address; Bookkeeping For Life intends to offer a monthly subscription service intended to help small business owners with bookkeeping and payroll needs; Owner; 3/1/2026; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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