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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
200 Earl Garrett Street Suite 202, Kerrville, TX 78028 • United States
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massey, Itschner & Co., P.C. | Kerrville | TX | 08/1995 | Present |
| Clear Rock Advisors, Llc | Austin | TX | 12/2019 | 09/2024 |
| True North Advisors, Llc | Dallas | TX | 09/2024 | Present |
1, Massey, Itschner and Co. P.C., Not investment-related. 820 Main Street, Ste. 101, Kerrville, TX 78028, Full-Service CPA firm. Position: Part-time employee. Start-08/1995. 25-30 hours per month spent on this activity. About 12 hours spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-23 |
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