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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-11 |
| TX | RA | APPROVED | 2025-10-11 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber Eats | San Francisco | CA | 02/2020 | 08/2020 |
| The Posse East | Austin | TX | 08/2023 | 10/2023 |
| Bent Tree Country Club | Dallas | TX | 05/2019 | 08/2019 |
| Big Tx Wellness | Plano | TX | 05/2021 | 08/2021 |
| Delta Delta Delta | Fayetteville | AR | 08/2020 | 05/2022 |
| Jcc Dallas | Dallas | TX | 08/2016 | 05/2019 |
| Stevens Transport | Dallas | TX | 05/2022 | 08/2022 |
| Canyon Creek Country Club | Richardson | TX | 05/2018 | 08/2018 |
| Full Time Education | Fayetteville | AR | 08/2022 | 08/2023 |
| Full Time Education | Fayetteville | AR | 08/2021 | 05/2022 |
| Full Time Education | Fayetteville | AR | 08/2019 | 02/2020 |
| Full Time Education | Richardson | TX | 08/2018 | 05/2019 |
| Charles Schwab & Co., Inc. | Austin | TX | 11/2023 | 08/2025 |
| Ubs Financial Services, Inc | Dallas | TX | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
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