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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
6136 Frisco Square Blvd Suite 400, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roti Grill | Frisco | TX | 11/2019 | 02/2020 |
| Sonic Drive-In | Plano | TX | 05/2021 | 08/2021 |
| Tommy Hilfiger | Allen | TX | 07/2023 | 08/2023 |
| Tommy Hilfiger | Allen | TX | 11/2023 | 01/2024 |
| Dynamo Distribution | San Marcos | TX | 06/2024 | 07/2024 |
| Tommy Hilfiger | Allen | TX | 08/2024 | 04/2025 |
| School | Frisco | TX | 08/2014 | 11/2019 |
| School | Frisco | TX | 08/2021 | 05/2022 |
| Texas State University | San Marcos | TX | 08/2022 | 07/2023 |
| Texas State University | San Marcos | TX | 01/2024 | 05/2024 |
| Reedy High School | Frisco | TX | 02/2020 | 05/2021 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
Viso Cigars LLC Position: Part-time employee Nature: Viso Cigars Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 12/13/2025 Address: 1521 N Custer Rd, Suite 2850, McKinney, TX 75071 McKinney, TX, Texas 75071 Description: Create a welcoming environment for the creation of a cigar-based community, while also promoting and selling different cigar brands.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-08 |
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