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Current Employers
Norstar Financial Of Plano, Llc

Plano, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-05
  • TX RA
    APPROVED
    Since 2018-06-05

Branch Locations

Plano, TX • United States

555 Republic Drive, Suite 200, Plano, TX 75074 • United States

5700 Tennyson Parkway, Suite 300, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Norstar Financial Of Plano, Llc Plano TX 03/2018 Present
Self-Employeed Plano TX 09/2010 02/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-10
  • S65 Uniform Investment Adviser Law Examination
    2017-04-10
Other Names
  • Summer Xia

View on SEC IAPD

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