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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
Carrollton, TX • United States
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 |
|---|---|---|---|---|
| Tiaa | Frisco | TX | 07/2025 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 07/2025 | Present |
| Nuveen | Chicago | IL | 06/2024 | 08/2024 |
| Discount Tire | Dallas | TX | 09/2023 | 01/2024 |
| Twisted Root Burger Co. | Carrollton | TX | 06/2021 | 08/2022 |
| Tom Thumb | Dallas | TX | 01/2021 | 06/2021 |
| Clean N Shine Express Car Wash | Richardson | TX | 06/2020 | 08/2020 |
| Full Time Education | Carrollton | TX | 01/2015 | 07/2018 |
| R I Turner High School | Carrollton | TX | 08/2018 | 05/2021 |
| Full Time Education | Carrollton | TX | 08/2021 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-30 |
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