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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindale Isd | Lindale | TX | 01/2014 | 05/2021 |
| Texas A&M University Commerce | Commerce | TX | 08/2021 | 08/2024 |
| Academy Sports And Outdoors | Greenville | TX | 10/2021 | 02/2022 |
| Texas A&M University Commerce | Commerce | TX | 02/2022 | 05/2024 |
| Texas A&M University Commerce | Commerce | TX | 02/2023 | 08/2023 |
| Guaranty Bank And Trust | Commerce | TX | 10/2023 | 01/2024 |
| Texas Music City Restaurant | Lindale | TX | 01/2021 | 05/2021 |
| Modern Woodmen Of America | Rock Island | IL | 08/2023 | 11/2024 |
| Mwa Financial Services Inc | Rock Island | IL | 01/2024 | 11/2024 |
| Cx Institutional, Llc | Plano | TX | 11/2024 | 05/2026 |
| Fisher Investments | Plano | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-13 |
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