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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-05 |
| TX | RA | APPROVED | 2024-08-30 |
Branch Locations
8201 Preston Rd. Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Dallas | TX | 05/2016 | 08/2024 |
| Truist Investment Services, Inc. | Dallas | TX | 02/2021 | 08/2024 |
| Hilltop Securities Inc. | Dallas | TX | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-10 |
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