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Plano, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-05 |
Branch Locations
555 Republic Drive, Suite 200, Plano, TX 75074 • United States
5700 Tennyson Parkway, Suite 300, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Norstar Financial Of Plano, Llc | Plano | TX | 03/2018 | Present |
| Self-Employeed | Plano | TX | 09/2010 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-10 |
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