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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutter & Company, Inc. | Dayton | OH | 03/2009 | 05/2025 |
| Prospera Financial Services, Inc. | Dallas | TX | 05/2025 | Present |
SJ Wolfe Investments, Inc; Investment Related - Yes; 6450 Poe Ave, Suite 510; Dayton, OH 45414; DBA; Management; Start 05/2013; 160 Hours Per Month; 160 During Trading Hours; FA/Trader
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-22 |
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