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171 Madison Avenue Suite 1500, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-25 |
Branch Locations
825 Watters Creek Blvd, Bldg M, Suite 250, Allen, TX 75013 • United States
171 Madison Avenue Suite 1500, New York, NY 10016 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Dallas | TX | 05/2012 | 09/2020 |
| Jpmorgan Chase Bank | Dallas | TX | 05/2012 | 09/2020 |
| Beechwood Capital, Llc | Parker | TX | 09/2006 | 07/2021 |
| Westwood Management Corp. | Dallas | TX | 09/2020 | 10/2023 |
| Foreside Fund Services, Llc | Dallas | TX | 08/2021 | 11/2023 |
| Pave Securities, Llc | New York | NY | 03/2024 | Present |
| Pave Finance, Inc. | New York | NY | 11/2023 | Present |
| Pave Investment Advisors, Llc | New York | NY | 03/2024 | Present |
1. NOB: Beechwood Capital, LLC; Investment Related; TITLE: Owner. START DATE: 8/13. LOCATION: Parker, TX. NATURE: Rental Real Estate. TIME: 4 hours per month. 2. NOB: Pave Finance, Inc. Not Investment Related. TITLE: Managing Director. START DATE: 11/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
| S66 | Uniform Combined State Law Examination | 1999-11-13 |
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