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200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-10 |
Branch Locations
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stratera Services | Dallas | TX | 06/2014 | 03/2018 |
| Unemployed | Dallas | TX | 04/2018 | 08/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 08/2018 | 07/2020 |
| Cetera Advisor Networks | El Segundo | CA | 02/2019 | 07/2020 |
| Westwood Management Corp. | Dallas | TX | 04/2022 | Present |
| Foreside Fund Services, Llc | Dallas | TX | 08/2022 | 12/2024 |
| Alm First Financial Advisors | Dallas | TX | 01/2021 | 10/2021 |
| Goldman Sachs | Dallas | TX | 07/2019 | 10/2020 |
| Provasi Capital Partners | Dallas | TX | 06/2014 | 03/2018 |
| Unemployed | Dallas | TX | 10/2020 | 01/2021 |
| Unemployed | Dallas | TX | 10/2021 | 04/2022 |
| Salient Capital L.P. | Dallas | TX | 01/2025 | Present |
Westwood Management Corp., Investment Related, Dallas, TX, Investment Manager, Senior Product Manager, oversee development and launch of products, steer marketing and product promotions to cover appropriate product attributes, provide reporting and information about products to clients and prospects, 04/2022, 180 hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-12 |
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