Best Investors Account Sign in
Inactive

Mark Sebastian Walsh

True North Advisors, LLC

Dallas, TX

Claim This Profile
Current Employers
True North Advisors, Llc

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-21
  • TX RA
    APPROVED
    Since 2024-09-21

Branch Locations

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • 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
Westwood Holdings Dallas TX 12/2016 04/2019
Bmo Wealth Management Dallas TX 04/2019 12/2023
Tolleson Wealth Management Dallas TX 10/2006 12/2016
Westwood Wealth Management Dallas TX 07/2018 04/2019
True North Advisors, Llc Dallas TX 01/2024 Present
True North Advisors, Llc Dallas TX 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-20
S63 Uniform Securities Agent State Law Examination 1998-11-20
  • S65 Uniform Investment Adviser Law Examination
    2024-09-20
  • S63 Uniform Securities Agent State Law Examination
    1998-11-20

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor