Experience

Level Four Advisory Services

• United States
• Financial Services
• 1 - 100 Employee

• Branch Manager - Supervisory Principal

  • Oct 2022 - Present

  Dallas, Texas, United States Branch Manager, Supervisory Principal



Messick Peacock & Associates

• United States
• Financial Services
• 1 - 100 Employee

• Branch Compliance Coordinator

  • Aug 2021 - Oct 2022

  Dallas, Texas, United States Branch Professional, RJFS Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Messick Peacock & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.



Purshe Kaplan Sterling Investments (PKS)

• United States
• Financial Services
• 1 - 100 Employee

• Compliance Officer

  • Apr 2021 - Aug 2021

  Albany, New York Metropolitan Area Registrations and Compliance Auditing. Series 7, 24, 65 and 63 Licensed



Concorde Investment Services

• United States
• Financial Services
• 1 - 100 Employee

• Operations Coordinator

  • Mar 2020 - Feb 2021

  Dallas, TX Series 7, 24, 65 and 63 Licensed

• Transition Coordinator

  • Apr 2018 - Mar 2020

  Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA CIS, CAM and CIA are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational… Show more Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA CIS, CAM and CIA are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.



Woodbury Financial Services

• United States
• Financial Services
• 200 - 300 Employee

• Regional Support Specialist

  • Aug 2016 - Apr 2018

  Addison, Texas Series, 7, 65, 63 and Insurance Licensed - State of Arizona



Southwest Wealth Advisory Group, L.L.C. - Woodbury Financial Services

• Operations Manager

  • Sep 2014 - Aug 2016

  Phoenix, Arizona Area Series, 7, 65, 63 and Insurance Licensed - State of Arizona



Merrill Edge

• Financial Services
• 700 & Above Employee

• Preferred Transition Specialist

  • Jun 2014 - Sep 2014

  Chandler, AZ Preferred Transition Specialist - Transition beneficiary and divorce claims.



Wealth Management, LLC

• Office Manager

  • Jun 2013 - Apr 2014

  Scottsdale, AZ