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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
3965 Dallas Parkway Frisco Regional, Frisco, TX 75034 • United States
Lewisville, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 03/2024 | Present |
| Tiaa | Frisco | TX | 03/2024 | Present |
| Lewisville Independent School District Substitute | Lewisville | TX | 01/2024 | 03/2024 |
| Unemployed | Lewisville | TX | 06/2023 | 12/2023 |
| Chadron State College | Chadron | NE | 08/2020 | 05/2023 |
| Walgreens | Lewisville | TX | 05/2022 | 08/2022 |
| Lifetime Fitness Co | Flower Mound | TX | 07/2020 | 11/2021 |
| Unemployed | Lewisville | TX | 04/2020 | 06/2020 |
| Lawson State Community College | Birmingham | AL | 08/2019 | 03/2020 |
| Unemployed | Lewisville | TX | 06/2019 | 07/2019 |
| Metropolitan State University Of Denver | Denver | CO | 08/2017 | 05/2019 |
| Unemployed | Lewisville | TX | 06/2017 | 07/2017 |
| Kroger | Flower Mound | TX | 03/2016 | 11/2016 |
| Lewisville High School | Lewisville | TX | 08/2013 | 05/2017 |
| Top Golf | Birmingham | AL | 12/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-17 |
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