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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 04/2018 | 11/2021 |
| U.S. Bank | Aurora | CO | 01/2018 | 04/2018 |
| First United Bank And Trust/American Bank Of Texas | Temple | TX | 09/2015 | 12/2017 |
| Fidelity Personal And Workplace Advisors | Greenwood Village | CO | 03/2019 | 11/2021 |
| Tiaa | Frisco | TX | 12/2021 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2021 | Present |
RENTAL POSITION: Home Owner NATURE: Residential Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2026 ADDRESS: Home Address, Castle Rock CO 80104, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-31 |
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