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5500 Preston Road Suite 250, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
5500 Preston Road Suite 250, Dallas, TX 75205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc. | Dallas | TX | 09/2003 | 04/2024 |
| Jpmorgan Chase Bank | Dallas | TX | 08/2003 | 04/2024 |
| Bdt & Msd Partners, Llc | Dallas | TX | 05/2024 | 02/2025 |
| Bdt Capital Partners, Llc | Dallas | TX | 05/2024 | 02/2025 |
| Tolleson Private Wealth Management, Lp | Dallas | TX | 02/2025 | Present |
UT SOUTHWESTERN MEDICAL FOUNDATION; INVESTMENT RELATED; 3889 MAPLE AVENUE, STE. 100, DALLAS, TX 75219; NONPROFIT; BOARD MEMBER; SEPTEMBER 2023; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF TRUSTEES FOR THE UTSW MEDICAL FOUNDATION AND MEMBER OF THE INVESTMENT COMMITTEE. No Compensation received. HIGHLAND PARK LACROSSE; NOT INVESTMENT RELATED; DALLAS, TX 75205; YOUTH SPORTS LEAGUE; BOARD MEMBER; JANUARY 2023; LESS THAN 10 HRS/MO; OVERSEES FUNDRAISING AND OPERATIONS OF BOY'S LACROSSE PROGRAM IN THE HIGHLAND PARK ISD. No Compensation received. SALESMANSHIP CLUB OF DALLAS FOUNDATION; NOT INVESTMENT RELATED; 106 E. 10TH ST., DALLAS, TX 75203; NON-PROFIT SERVICE ORGANIZATION; BOARD MEMBER; OCTOBER 2022; LESS THAN 10 HRS/MO; MEMBER OF THE BOARD OF SCD FOUNDATION, Meets quarterly to review investment performance by outside managers. No Compensation received. Goodwill Industries of Dallas, Inc.; Not Investment Related; 3020 N. Westmoreland Rd. Dallas, Texas 75212; Non-Profit Service Organization; Board Member serving 3 year term; 1-5 Hours/Month; No Compensation received. SMU Cox School of Business Executive Board; Not Investment Related; 6425 Boaz St. Dallas, Texas 75275; Board Member for the SMU Cox School of Business; 1-5 Hours/Month; No Compensation received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-24 |
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