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100 North 6Th Street Suite 500, Waco, TX 76701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-27 |
Branch Locations
100 North 6Th Street Suite 500, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disciplined Investors | Waco | TX | 06/2022 | Present |
| Disciplined Investors | Waco | TX | 02/2023 | Present |
| Community Bank & Trust | Waco | TX | 06/2020 | 06/2022 |
| Texas Tech University | Lubbock | TX | 08/2016 | 05/2020 |
| Texas Tech University | Lubbock | TX | 07/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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