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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 04/2020 |
| Northshore Ymca | Bothell | WA | 05/2012 | 04/2020 |
| Grand Canyon University | Bothell | WA | 08/2016 | 05/2019 |
| Merrill Edge | Chandler | AZ | 06/2017 | 08/2017 |
| Edward Jones | St Louis | MO | 06/2018 | 08/2018 |
| Robinhood Financial, Llc | Westlake | TX | 06/2021 | 07/2022 |
| Watermark Community Church | Dallas | TX | 08/2020 | 05/2021 |
| Kanakuk Kamps | Branson | MO | 04/2020 | 07/2020 |
| Food Delivery (Doordash, Instacart, Postmates) | Bothell | WA | 04/2020 | 05/2020 |
| Robinhood Markets, Inc | Westlake | TX | 06/2022 | 07/2022 |
| Tolleson Wealth Management | Dallas | TX | 11/2022 | 09/2025 |
| Corient | Dallas | TX | 09/2025 | Present |
| Corient Services Llc | Miami | FL | 09/2025 | Present |
| Unemployed | Dallas | TX | 08/2022 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-07 |
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