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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-03 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Gold Trust Services, Llc | New York | NY | 03/2017 | 09/2022 |
| Foreside Fund Services, Llc | New York | NY | 04/2017 | 09/2022 |
| Unemployed | Stamford | CT | 09/2016 | 02/2017 |
| Unemployed | Stamford | CT | 10/2022 | 05/2023 |
| Isda | New York | NY | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-15 |
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