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7001 Preston Road Suite 405, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-01 |
Branch Locations
7001 Preston Road Suite 405, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Midland | TX | 02/2015 | 09/2018 |
| Ii Technology, Llc | Midland | TX | 09/2018 | 05/2021 |
| Lee Financial Company, Llc | Dallas | TX | 06/2021 | 03/2022 |
| Burford Caudle Family Capital | Dallas | TX | 03/2022 | Present |
| Guitar Holding Company | Abilene | TX | 01/2002 | Present |
| Lrsc Ltd | Dallas | TX | 01/2012 | Present |
| Honey's Heritage | Dallas | TX | 01/2012 | Present |
| Spirit In Brad. Inc. | Dallas | TX | 01/2017 | Present |
(1) GUITAR HOLDING COMPANY; ADDRESS: 400 PINE STREET, STE 525, ABILENE, TX 79601; BUSINESS DESCRIPTION: FAMILY LP; NOT INVESTMENT RELATED; START DATE: 03/15/2018; CAPACITY: OWNER-PASSIVE; DUTIES: MANAGER; HOURS DEVOTED PER MONTH: <1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE (2) HONEY'S HERITAGE, LLC; ADDRESS: MIDLAND, TX 79601; BUSINESS DESCRIPTION: FAMILY LP; NOT INVESTMENT RELATED; START DATE: 2018; CAPACITY: OWNER-PASSIVE; DUTIES: MANAGER; HOURS DEVOTED PER MONTH: <1; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: NONE (3) LRSC Ltd, Non-investment related, Dallas, TX, Family Limited Partnership, Director, 2012, 2 hours per month (4) Spirit in Brad, Inc. non-investment related, Dallas, TX, Charity, Director, 2017, 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 2004-09-29 |
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