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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-28 |
Branch Locations
3965 Dallas Parkway Frisco Trac, Frisco, TX 75034 • United States
Van Alystne, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Dallas | TX | 10/2014 | 02/2018 |
| H.D. Vest Advisory Services, Inc | Dallas | TX | 02/2017 | 02/2018 |
| Td Ameritrade, Inc | Southlake | TX | 02/2018 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Plano | TX | 11/2020 | 10/2021 |
| J.P. Morgan Securities Llc | Plano | TX | 11/2020 | 10/2021 |
| Td Ameritrade Clearing, Inc | Southlake | TX | 03/2018 | 10/2020 |
| Ferguson Capital Group | Lewisville | TX | 05/2016 | Present |
| Citigroup Global Markets Inc. | Dallas | TX | 10/2021 | 04/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Frisco | TX | 05/2024 | Present |
| Tiaa | Frisco | TX | 05/2024 | Present |
FERGUSON CAPITAL GROUP POSITION: CEO President NATURE: The nature of the other business: Holding group for future family businesses such as rental property ownership. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2016 ADDRESS: Home Address, Van Alstyne TX 75495, United States DESCRIPTION: I help with administration, My Wife and son are the only other partners. I support my wife and son to identifying projects we may want to buy. As of 2019 we are not working on anything with the business so it's just a name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-02 |
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