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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-01 |
Branch Locations
975 Corbindale Ste. 107, Houston, TX 77024 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polaris Greystone Advisory Group, Llc | Troy | MI | 10/2014 | 11/2016 |
| Polaris Greystone Financial Group, Llc | San Rafael | CA | 10/2015 | 11/2016 |
| Wfga | Cypress | TX | 11/2016 | 07/2017 |
| Rosehill Asset Management | Cypress | TX | 08/2017 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 08/2017 | Present |
1. Haysvest, LLC., Start Date: 05/14/2014, 17611 Lasting Rose Drive, Cypress, TX 77429, Sole Owner/Sole Member, Personal Oil and Gas Well Investments, Not Investment Related, 1 hour per month, 0 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-23 |
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