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12240 Inwood Road Suite 230, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
Branch Locations
12240 Inwood Road Suite 230, Dallas, TX 75244 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgt Capital Management, Ltd. | Dallas | TX | 09/2015 | 11/2017 |
| Westshore Wealth, Llc | Newport Beach | CA | 12/2017 | 08/2021 |
| Wpa Family Office, Llc | Dallas | TX | 08/2021 | Present |
SILVER OAK PROPERTY GROUP, L.P., PASSIVE REAL ESTATE PARTNERSHIP, 25 HIGHLAND PARK VILLAGE, SUITE 100-161, DALLAS TX, 75205, PASSIVE REAL ESTATE RENTAL OWNERSHIP, GENERAL PARTNER, 100% OWNER, START DATE: JUNE 2002, THE REAL ESTATE HOLDINGS WILL CONSIST OF A SMALL NUMBER OF INVESTMENT/RENTAL PROPERTIES, 1 HR PER MONTH, ZERO HOURS DURING SECURITIES TRADING HOURS, GP OF FLP FOR REAL ESTATE RENTAL PROPERTY PORTFOLIO. Re-List Inc., Not investment related, 3504 Browning St. San Diego, CA 92106. Full service real estate firm; Partner (non-managing, March 2017 start, 4 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-07 |
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