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11651 Jollyville Road Suite 300, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-04-30 |
Branch Locations
11651 Jollyville Road Suite 300, Austin, TX 78759 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 06/2007 | 12/2022 |
| Grace Capital Management, Llc | Austin | TX | 04/2009 | Present |
| Concorde Investment Services | Ann Arbor | MI | 06/2026 | Present |
| Dai Securities, Llc | Atlanta | GA | 01/2023 | 06/2026 |
1-APPOINTMENT WITH MULTIPLE CARRIERS; NON-INVESTMENT RELATED; VARIOUS; INSURANCE; AGENT ; VARIOUS; 2 HRS/MONTH; NONE/DAY; COMPENSATION-COMMISSIONS; SELL LIFE INSURANCE. 2-DUFF HOLDINGS; NON-INVESTMENT RELATED;10814 Laurel Creek Dr,Austin,TX 78726; REAL ESTATE HOLDINGS; SOLE MEMBER; 8/20/2010; 4 HRS/MONTH; NON/DAY; COMPENSATION-REAL ESTATE INCOME; COLLECT AND DEPOSIT CHECKS; BOOK KEEP RESULTS. 3-UNIVERSITY OF TEXAS SCHOLARSHIP FINANCE COMMITTEES; NON-INVESTMENT RELATED; UT-AUSTIN; VOLUNTEER; YEARS AGO; 3 HRS/MONTH; NONE/DAY; NO COMPENSATION; READ APPLICATIONS. ATTEND MEETINGS. 4)Grace Capital Management;investment related;11651 Jollyville Road,#300;investment advisory services;owner;3/2009;40 hrs/week;6.5 hrs during trading;provide investment advice 5)Grace All-Weather Fund;investment related;11651 Jollyville Rd,#300,Austin,TX 78759;investment strategy;partner;11/19/2018;1 hr/month;utilize a four signal strategy to manage risk exposure in a portfolio,trade portfolio once per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
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