Best Investors Account Sign in
Inactive

James Stanley Mooney

Autumn Lane Advisors, LLC

Houston, TX

Claim This Profile
Current Employers
Autumn Lane Advisors, Llc

7500 San Felipe Suite 1030, Houston, TX 77063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-01
  • TX RA
    APPROVED
    Since 2024-08-01

Branch Locations

7500 San Felipe Suite 1030, Houston, TX 77063 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phoenix Natural Resources Houston TX 02/2016 10/2017
Carlson Capital Houston TX 11/2017 05/2022
Point 72 / Everpoint Miami FL 07/2022 10/2023
Autumn Lane Advisors Houston TX 11/2023 Present
  • 02/2016 → 10/2017
    Phoenix Natural Resources
    Houston, TX
  • 11/2017 → 05/2022
    Carlson Capital
    Houston, TX
  • 07/2022 → 10/2023
    Point 72 / Everpoint
    Miami, FL
  • 11/2023 → Present
    Autumn Lane Advisors
    Houston, TX
Other Businesses

Starting in 2024, Mr. Mooney is a limited partner and minority owner General Partner of a real estate investment limited liability corporation, Ivie Lane Partners LLC, which manages the underlying fund into which AL ILP II, LP feeds and is therefore affiliated. He does not receive revenue as owner of the General Partner to Ivie Lane Partners LLC. He does not devote time to this position.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-31
  • S65 Uniform Investment Adviser Law Examination
    2024-07-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor