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415 Us 377, Suite 110, Argyle, TX 76226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | St. Charles | MO | 01/2011 | 04/2018 |
| Jpmorgan Investment Management Inc. | St. Charles | MO | 01/2011 | 04/2018 |
| Hartford Funds Distributors, Llc | Wayne | PA | 05/2018 | 12/2022 |
| Hartford Funds Management Company, Llc | Wayne | PA | 05/2022 | 12/2022 |
| Panteles Advisors, Llc | Argyle | TX | 12/2022 | Present |
| Cole Development Partners, Llc | Argyle | TX | 10/2025 | Present |
1) Dutch Haven, LLC | Owner & Manager | Holding company for personal non exchange traded investments | Approximately 2 hours per month during securities trading hours and non-trading hours. 2) JY5, LLC | Owner & Manager | Admin for Holding company for personal non exchange traded investments | Approximately 2 hours per month during securities trading hours and non-trading hours. 3) Colo Development Partners, LLC |Investment related | 415 Hwy 377 S, Ste 110, Argyle TX 76226 |Private Placements |Analyst | Consultant | 10/2025 | 4 hrs | 4 hrs | Review/Analize potential offerings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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