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13140 Coit 115, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shade Tree Partners Llc (Ria) | Dallas | TX | 07/2009 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-23 |
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