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10000 North Central Expressway Suite 1326, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-12-15 |
Branch Locations
10000 North Central Expressway Suite 1326, Dallas, TX 75231 • United States
10000 N. Central Expressway Suite 1326, Dallas, TX 75231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-01-01 |
Branch Locations
10000 N. Central Expressway Suite 1326, Dallas, TX 75243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Probity Advisors | Dallas | TX | 07/2002 | Present |
| Wealth Services Alliance | Dallas | TX | 02/2008 | Present |
| Fa Holdings, Inc. | Dallas | TX | 05/2019 | Present |
VICE PRESIDENT AND CONTROL PERSON WITH PROBITY ADVISORS, INC., A REGISTERED INVESTMENT ADVISOR, SINCE JULY 2002, LOCATED AT 10000 N CENTRAL EXPRESSWAY #1326, DALLAS, TX 75231. I DEVOTE APPROXIMATELY 20 HOURS PER WEEK TO PROBITY, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. SECRETARY WITH WSA AFFILIATES, LLC (DBA WEALTH SERVICES ALLIANCE), A STATE REGISTERED INVESTMENT ADVISOR (TX), SINCE FEBRUARY 2008, LOCATED AT 10000 N CENTRAL EXPRESSWAY #1326, DALLAS, TX 75231. I DEVOTE APPROXIMATELY 5 HOURS PER WEEK TO WSA, ALL OF WHICH OCCUR DURING SECURITIES TRADING HOURS. President/Owner (50%) of FA Holdings, Inc., since May 2019, Located at 10000 N. Central Expressway, #1326, Dallas, TX 75231. FA Holdings is not investment related. FA Holdings is a technology services company providing data analytics and integration services to Probity Advisors, Inc. I devote approximately 20 hours per week to FA Holding (10-15 hrs/wk during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-04 |
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