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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taco Bell | Fort Worth | TX | 07/2017 | 08/2018 |
| Andy'S Frozen Custard | Keller | TX | 10/2018 | 03/2019 |
| Main Event | Keller | TX | 03/2019 | 06/2019 |
| Tropical Smoothie Cafe | Keller | TX | 08/2019 | 09/2019 |
| Walmart | North Richland Hills | TX | 09/2019 | 11/2020 |
| Best Buy | Hurst | TX | 10/2020 | 01/2024 |
| Fidelity Personal And Workplace Advisors | Westlake | TX | 07/2023 | 10/2024 |
| Keller Central Highschool | Keller | TX | 08/2014 | 05/2019 |
| Tarrant County College | Hurst | TX | 08/2017 | 05/2022 |
| Fisher Investments | Plano | TX | 10/2024 | 03/2026 |
| Fidelity Brokerage Services Llc | Westlake | TX | 02/2023 | 10/2024 |
| Tiaa | Frisco | TX | 03/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
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