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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-07 |
Branch Locations
4200 Amon Carter Blvd Ci Client Services, Fort Worth, TX 76155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Rowlett | TX | 03/2024 | 10/2024 |
| Dallas Area Habitat For Humanity | Garland | TX | 10/2023 | 01/2024 |
| Oasis Ahr Iii Llc | Richardson | TX | 11/2022 | 03/2024 |
| Dillard's | Garland | TX | 11/2022 | 12/2022 |
| The Liberty Group | Dallas | TX | 07/2022 | 08/2022 |
| Target | Dallas | TX | 05/2021 | 08/2021 |
| Cold Stone Creamery | Rockwall | TX | 07/2014 | 11/2017 |
| Marshalls | Mesquite | TX | 04/2015 | 10/2016 |
| Panera Bread | Rockwall | TX | 07/2017 | 01/2018 |
| Macy's | Garland | TX | 12/2018 | 01/2019 |
| Bath & Body Works | Dallas | TX | 12/2021 | 01/2022 |
| 180 Multifamily | Arlington | TX | 02/2022 | 05/2022 |
| The University Of Texas At Dallas | Richardson | TX | 05/2018 | 12/2021 |
| The Socialite Tea Co. | Dallas | TX | 04/2022 | 05/2022 |
| Dallas College - Eastfield Campus | Mesquite | TX | 08/2014 | 05/2017 |
| Collin College | Plano | TX | 05/2018 | 12/2018 |
| The University Of Texas At Dallas | Richardson | TX | 08/2020 | 04/2021 |
| Self Employed | Rowlett | TX | 11/2014 | 02/2025 |
| Self Employed | Rowlett | TX | 05/2023 | 02/2025 |
| Joann Stores | Dallas | TX | 07/2024 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 02/2025 | Present |
| Hobby Lobby Stores, Inc | Mesquite | TX | 10/2023 | 11/2023 |
I*3819295 Entity Type: Entity For Profit Name of OBA: Door Dash Address: San Francisco, Texas, 94107 Investment Related: No Position, Title, Association: Consultant/Independent Contractor,Other Employee Start Date: 02/27/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: To earn extra income I am expected to shop and deliver groceries on behalf of door dash customers. I*3818289 Entity Type: Entity For Profit Name of OBA: Hotel Planner Address: West Palm Beach, Florida, 33401 Investment Related: No Position, Title, Association: Consultant/Independent Contractor,Other Employee Start Date: 02/27/2026 Number of Hours: 10, Weekly Number of Hours during trading: 0, Weekly Duties: To earn extra income I will be expected to book hotel reservations for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-06 |
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