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1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Ruth Advisors/Commonwealth Fin. | Dallas | TX | 08/2016 | 01/2018 |
| Raymond James Financial Services, Inc. | Dallas | TX | 10/2019 | 05/2022 |
| Red Oak Isd | Red Oak | TX | 11/2018 | 10/2019 |
| Red Oak Isd | Red Oak | TX | 05/2018 | 11/2018 |
| Unemployed | Red Oak | TX | 01/2018 | 05/2018 |
| Steward Partners Global Advisory, Llc | Dallas | TX | 10/2019 | 03/2024 |
| Steward Partners Investment Advisory, Llc | Dallas | TX | 10/2019 | 03/2024 |
| Steward Partners Investment Solutions, Llc | Dallas | TX | 05/2022 | 03/2024 |
| Commerce Street Capital, Llc | Dallas | TX | 12/2025 | Present |
| Commerce Street Investment Management | Dallas | TX | 12/2025 | Present |
| Self-Employed | Ferris | TX | 02/2024 | 12/2024 |
| Truepath Ventures, Llc | Ferris | TX | 01/2025 | Present |
1) TruePath Ventures LLC; Not investment-related; Ferris, TX; Bookkeeping, notary, and digital creation/marketing services to clients for a fee through TruePath Ventures LLC; Independent Contractor/Partner; 01/2025; Approximately ~5-10 hours/month; Approximately 0 hours/month during securities trading hours; Perform bookkeeping services, provide notary services as commissioned, create digital/marketing materials, manage client communications, scheduling, invoicing, and record keeping. 2) Players Bingo; Not investment-related; Dallas, TX; Bingo hall; Associate/Employee; 03/2022; Approximately 11-12 hours/month; Approximately 0-1 hours/month during securities trading hours; Floor sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-10 |
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