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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| IL | RA | APPROVED | 2024-06-17 |
Branch Locations
7206 N Terra Vista Dr Suite 100, Peroria, IL 61614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chapin Davis, Inc | Baltimore | MD | 01/2013 | 04/2020 |
| Lpl Financial, Llc | Peoria | IL | 04/2020 | 04/2024 |
| Prospera Financial Services Inc. | Dallas | TX | 04/2024 | Present |
Peoria Players Theater; Investment Related - [No]; 4300 N University St #5823, Peoria, IL 61614; Board Member; Start Date [01/2022]; 2 Hours Per Month, 0 During Trading Hours; Volunteer for local theatre troupe
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-16 |
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