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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-30 |
| TX | RA | APPROVED | 2017-03-10 |
Branch Locations
8333 Douglas Ave Ste 1000, Dallas, TX 75225 • United States
Melissa, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Mckinney | TX | 08/2007 | 03/2017 |
| Bank Of America, Na | Mckinney | TX | 12/2009 | 03/2017 |
| Robert W. Baird & Co. Incorporated | Dallas | TX | 03/2017 | Present |
Name/Address: Hope Development Partners 3, LLC Melissa TX 75454 Start Date: 12/31/21 Hours Spent: 0-2 hours/month Hours Spent During Trading: Zero Role/Responsibility: LLC Owner/Member Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-25 |
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