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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-05 |
Branch Locations
15725 Dallas Parkway Suite 600, Addison, TX 75001 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hobby Lobby | Rockwall | TX | 05/2019 | 05/2020 |
| Lowe'S Home Improvement | Murphy | TX | 05/2020 | 08/2023 |
| Lee Financial | Dallas | TX | 06/2022 | 08/2022 |
| Allworth Financial | Addison | TX | 06/2023 | 08/2023 |
| Texas A&M University-Commerce | Commerce | TX | 01/2024 | 05/2024 |
| Our Lady Of Fatima Homeschool Academy | Lavon | TX | 08/2007 | 05/2020 |
| Texas A&M University-Commerce | Commerce | TX | 08/2020 | 05/2024 |
| Allworth Financial | Addison | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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