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301 Commerce Street Suite 1900, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-22 |
Branch Locations
301 Commerce Street Suite 1900, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Investment Management | Fort Worth | TX | 03/2005 | 12/2018 |
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2019 | 07/2019 |
| Lummis Asset Management, Lp | Fort Worth | TX | 07/2019 | Present |
Michael Kirk Wimberley is the COO at Lone Oak Trust Company; Is the business investment related: Yes; Location of the business: 301 Commerce Street, Suite 1380 Fort Worth TX 76102; Description of the business: It is a trust company; Responsibilities Duties: Oversee operations department; Start date with business: 2023-01-03; Hours per month devoted to business during trading hours: 65; Hours per month devoted to business outside trading hours: 25; Percentage of total yearly compensation expected to be derived from the business: 50.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-23 |
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