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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-07-01 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Glenn Heights, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 06/2015 | Present |
(1) Rental Property. Non-investment related. 1911 Sunflower Drive, Glenn Heights, TX, 75154. Sole Proprietor. Start date: 02/01/2010. Number of hours/month devoted to the other business: one; zero during trading hours. Landlord. (2) Name: NY Aldridge Enterprises, LLC., d/b/a HisWheelCourier. Non-investment related. Nature of Business: Courier delivery business. Address: 1911 Sunflower Dr., Glenn Heights, TX 75154. Position: Owner. Start Date: 01/01/2026. Hours per month devoted to other business 2; during securities trading hours 0. Duties: Help with invoices once a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-09 |
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