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2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-30 |
| TX | RA | APPROVED | 2023-07-18 |
Branch Locations
11700 Preston Road Ste 660 #199, Dallas, TX 75230 • United States
2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Private Wealth Management | Dallas | TX | 06/2010 | 06/2023 |
| Versant Capital Management, Inc. | Dallas | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-29 |
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