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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
Grand Prairie, TX • United States
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 08/2023 | 01/2025 |
| Tiaa | Lewisville | TX | 08/2023 | 01/2025 |
| Ups | Dallas | TX | 10/2019 | 04/2023 |
| Start | Dallas | TX | 01/2019 | 09/2019 |
| Thomas Jefferson High School | Dallas | TX | 08/2014 | 05/2018 |
| University Of North Texas | Denton | TX | 08/2020 | 12/2023 |
| University Of Houston | Houston | TX | 08/2018 | 12/2018 |
| Unemployed | Dallas | TX | 06/2018 | 07/2018 |
| Chicken & Rice Inc. | Dallas | TX | 12/2017 | 12/2017 |
| Ups | Dallas | TX | 07/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2025 | 12/2025 |
| Tiaa | Frisco | TX | 12/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-21 |
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