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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
3965 Dallas Parkway Frisco Hub, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panda | The Colony | TX | 09/2023 | 12/2023 |
| Lifetime Fitness | Frisco | TX | 05/2022 | 08/2022 |
| Infosys | Richardson | TX | 07/2020 | 08/2021 |
| University Of Texas At Dallas | Richardson | TX | 08/2020 | 05/2023 |
| Walmart | Plano | TX | 08/2018 | 02/2019 |
| La Madeleine | Frisco | TX | 04/2017 | 11/2017 |
| Unemployed | Frisco | TX | 01/2014 | 01/2017 |
| Charles Schwab & Co., Inc. | Westlake | TX | 01/2024 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 03/2025 | 08/2025 |
| Reliant Logistics Llc | Frisco | TX | 08/2023 | 08/2023 |
| Kroger | Frisco | TX | 08/2019 | 09/2019 |
| Collin College | Mckinney | TX | 01/2017 | 12/2019 |
| Altruist Financial Llc | Culver City | CA | 09/2025 | 09/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 10/2025 | Present |
| Tiaa | Frisco | TX | 10/2025 | Present |
| Unemployed | Mckinney | TX | 12/2019 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
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