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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-20 |
| OH | RA | APPROVED | 2025-01-13 |
| PA | RA | APPROVED | 2023-06-13 |
| MT | RA | APPROVED | 2023-01-04 |
| NY | RA | APPROVED | 2023-01-04 |
| NM | RA | APPROVED | 2020-02-05 |
| FL | RA | APPROVED | 2018-04-11 |
| TX | RA | APPROVED | 2018-03-23 |
Branch Locations
8201 Preston Rd. Suite 600, Dallas, TX 75225 • United States
Rogers, AR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hilltop Securities, Inc. | Dallas | TX | 03/2018 | Present |
| Bok Financial Securities, Inc. | Dallas | TX | 09/1998 | 03/2018 |
E3 Partners Ministry - Non investment related - Plano, TX - non profit 501(c)(3) organization - board member - started 5/18/2021 - 2 hrs/mo total time devoted - 1 hrs/mo during securities trading hours - attend board and committee meetings, review financial reports and other critical information, assisting with federal, state and specific industry filing requirements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-10 |
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