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425 Houston Street Suite 575, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
425 Houston Street Suite 575, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Fort Worth | TX | 03/2018 | 08/2019 |
| The North Face | San Marcos | TX | 10/2016 | 12/2016 |
| Stonegate Capital Partners | Dallas | TX | 11/2017 | 03/2018 |
| Unemployment/Student | San Marcos | TX | 08/2013 | 10/2016 |
| Unemployed/Student | San Marcos | TX | 08/2015 | 10/2017 |
| Mutual Of America Financial Group | Fort Worth | TX | 02/2020 | 08/2020 |
| Unemployed | Fort Worth | TX | 08/2019 | 02/2020 |
| Td Ameritrade | Westlake | TX | 08/2020 | 06/2024 |
| Charles Schwab & Co. | Fort Worth | TX | 08/2020 | 05/2025 |
| Unemployed | Fort Worth | TX | 05/2025 | 08/2025 |
| Moffatt Financial Strategies | Fort Worth | TX | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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