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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-01 |
Branch Locations
100 Crescent Court Suite 400, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Dallas | TX | 06/1996 | Present |
| Ubs Financial Services Inc. | Dallas | TX | 07/2019 | Present |
1) Investment Committee Member of The Gladney Fund, a non-profit center for adoption. Organization is not primarily engaged in investment related activity. Organization is located at http://adoptionsbygladney.com/. Start Date was February 7, 2018. 4 hours per year. Duties include serving on the investment committee for organization's endowment. (2)CCJ INC., LAND DEVELOPMENT, Limited Partner and passive investor. /// 2) The Gladney Fund / 6300 John Ryan Drive, Fort Worth, TX 76132 / United States / Charity / adoption / Member of Board of directors / advise foundation investments at an asset class level / Start Date 1/1/2018 /// 3) Five Talents Acquisition LP/ 2000 McKinney Ave suite 2125/ 75201 / dallas/ tx / United States/ Partnership / Retailers (Apparel, Food, General) / Partner /private company investment/none / passive investor, LP/ Start Date 10/1/2020 /// 4) Crossplane Capital / Investment Fund or Hedge Fund / buyout / Partner / investor / limited partner in the fund /// 5) Highland Park Boys Lacrosse; 14621 Heritage Ln, Addison, TX 75001; Charity; support boys lacrosse club; Member of Board of directors; treasurer; member of audit committee; Start date: 4/1/2024 6) 78HT LLC,DallasTexasUnited States,Partnership,energy and other passive investments,Partnership with myself and Hunter Henry (UBS Employee) for passive investments,Partner,entity is for passive investments, Start date 6/30/2023 7)Casa Thomason PM LLC ,United States, LLC to own personal property Real Estate none , Proprietor / owner own it 2 Start date , 6/29/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
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