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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
15303 North Dallas Parkway Tower Ii Suite 550, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lone Star Financial | Frisco | TX | 02/2024 | 04/2025 |
| Callaway Golf | Fort Worth | TX | 01/2023 | 03/2025 |
| Sellingers Power Golf | Roanoke | TX | 04/2022 | 12/2023 |
| Your Home Free | Highland Village | TX | 05/2019 | 03/2025 |
| Taylormade Golf | Fort Worth | TX | 01/2015 | 05/2019 |
| Guardian Life Insurance Company | Rhome | TX | 05/2025 | Present |
| Park Avenue Securities | Rhome | TX | 05/2025 | Present |
| Guardian Life Insurance Company | Addison | TX | 05/2025 | Present |
| Park Avenue Securities | Addison | TX | 05/2025 | Present |
1) Callaway Golf Fitter-Part time Callaway golf fitter, Start date: 01/01/2023 Address: n/a, 10 total hours per month; 0 during securities trading hours, Not investment related, More than 10 annual compensation, 2) Your Home Free, Realtor-real estate agent, Start date: 05/01/2019 Address: 3202 Timberline Dr. Highland Village, Tx. 75077, 10 total hours per month; 2 during securities trading hours, Investment related, More than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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