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Drew Martin Harris

Shade Tree Partners LLC

Dallas, TX

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Current Employers
Shade Tree Partners Llc

13140 Coit 115, Dallas, TX 75240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-07-30
  • TX RA
    APPROVED
    Since 2009-07-30

Branch Locations

13140 Coit 115, Dallas, TX 75240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shade Tree Partners Llc (Ria) Dallas TX 07/2009 Present
  • 07/2009 → Present
    Shade Tree Partners Llc (Ria)
    Dallas, TX
Previous Registrations
  • 2013-08-02 → 2015-11-30
    Braymen, Lambert And Noel Securities, Ltd.
    Irving, TX
  • 2011-11-10 → 2013-08-01
    Houston, TX
    Houston, TX
    Dallas, TX
    Houston, TX
  • 2008-07-18 → 2010-12-31
    Evolve Investment Advisors
    Austin, TX
  • 2007-04-02 → 2008-07-25
    Morgan Stanley & Co. Llc
    Plano, TX
  • 2006-03-30 → 2007-04-02
    Morgan Stanley Dw Inc.
    Plano, TX
Other Businesses

SHADE TREE PARTNERS (RIA). INVESTMENT RELATED. 13140 COIT RD, SUITE 107, DALLAS TX 75240. INVESTMENT ADVISOR. PARTNER TO MANAGE FEE BASED ASSETS. IT ALLOWS CLIENTS THE ABILITY TO CHOOSE THE PLATFORM THAT IS RIGHT FOR THEM. START: 7/1/2009. 20 HOURS PER WEEK, ALL DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-28
S63 Uniform Securities Agent State Law Examination 2004-09-23
  • S65 Uniform Investment Adviser Law Examination
    2006-03-28
  • S63 Uniform Securities Agent State Law Examination
    2004-09-23

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