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12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
Branch Locations
6860 N Dallas Pkwy Suite 200, Plano, TX 75024 • United States
12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 03/2018 | 10/2020 |
| Tiaa | Lewisville | TX | 03/2018 | 10/2020 |
| Drunken Donkey | Lewisville | TX | 09/2017 | 03/2018 |
| Staples Business Advantage | Coppell | TX | 07/2017 | 08/2017 |
| Joe's Crab Shack | Lewisville | TX | 03/2015 | 07/2017 |
| University Of North Texas | Denton | TX | 08/2013 | 08/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 04/2021 | 06/2022 |
| Tiaa | Lewisville | TX | 04/2021 | 06/2022 |
| Drunken Donkey | Lewisville | TX | 01/2021 | 09/2021 |
| Us Health Advisors | Dallas | TX | 09/2020 | 02/2021 |
| Fisher Investments | Plano | TX | 08/2022 | 12/2025 |
| Financial & Tax Architects, Llc | Plano | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
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