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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
200 Earl Garrett Street Suite 202, Kerrville, TX 78028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Rock Advisors, Llc | Austin | TX | 02/2016 | 09/2024 |
| True North Advisors, Llc | Dallas | TX | 09/2024 | Present |
1) Coast Foundation, Not investment-related. Nature of business: Family foundation. 298 Mira Vista Drive, Comfort, TX 78013, Position: Manager. Duties: Manage family foundation, Spends 1-5 hours per month all during securities trading hours. 2) Clear Rock Holdings, LLC, Investment-related, Nature of business: Hall Family Office, 298 Mira Vista Drive, Comfort, TX 78013, Position: Member. Duties: Manager of Hall Family Office. Spends 11-20 hours per month on this activity. Spends 6-10 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-13 |
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