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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-07 |
Branch Locations
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Irving, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Dallas | TX | 10/2008 | Present |
1)Independent Insurance Agent of Benefit Strategies, Inc. Office location: 679 Cimarron Trail, Irving, Tx 75063; non-investment related. Start date 8/1/2003; In January 2025 Rep sold his book of business to Vogue Insurance and now receives 40% commission on his old accounts. Now devotes O hours per month; Sales of Dental, Disability, and Life. 2) Baker and Morrison Properties, LLC, 679 Cimarron Trail, Irving, Tx 75063, Owner of rental property in Ruidoso NM - Non-investment related. Manages property from Irving TX. Spends approx. 2 hours per month after trading hours. 3) Recipient of Oil and Gas royalties- non-investment related. Oil and gas are in Young, County, But manages the interest from Irving TX 75063. Spends approx. 1 hour per month after trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-24 |
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