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Current Employers
Sundial Capital Management, L.P.

2109 Shadow Ridge Drive, Arlington, TX 76006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-10-24
  • TX RA
    APPROVED
    Since 2006-10-24

Branch Locations

2109 Shadow Ridge Drive, Arlington, TX 76006 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sundial Capital Management, L.P. Arlington TX 11/2001 Present
Sierra Technologies Arlington TX 03/1998 12/2017
Rotorcraft Services Group Ft Worth TX 08/2011 Present
Point Solutions Dallas TX 05/2009 Present
Saratoga Sawmill Partners Saratoga WY 10/2012 Present
Heritage Investment Corp Arlington TX 08/1988 Present
Rfj Auto Partners Dallas TX 07/2014 Present
Fenix Parts Hurst TX 03/2018 Present
Schwizer Rsg Fort Worth TX 01/2018 Present
  • 11/2001 → Present
    Arlington, TX
  • 03/1998 → 12/2017
    Sierra Technologies
    Arlington, TX
  • 08/2011 → Present
    Rotorcraft Services Group
    Ft Worth, TX
  • 05/2009 → Present
    Point Solutions
    Dallas, TX
  • 10/2012 → Present
    Saratoga Sawmill Partners
    Saratoga, WY
  • 08/1988 → Present
    Heritage Investment Corp
    Arlington, TX
  • 07/2014 → Present
    Rfj Auto Partners
    Dallas, TX
  • 03/2018 → Present
    Fenix Parts
    Hurst, TX
  • 01/2018 → Present
    Schwizer Rsg
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-08
  • S65 Uniform Investment Adviser Law Examination
    2002-01-08

View on SEC IAPD

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