5500 Preston Road, Suite 250, Dallas, TX, 75205
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jessica is a council member for the Parkland Health Foundation Gift Planning Council, attending a few speaker events each year. This is a voluntary position requiring minimal time and has no investment or financial responsibilities.