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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
5850 Granite Parkway Suite 750, Plano, TX 75024 • United States
114 Turner Street, Clearwater, FL 33756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano | TX | 01/2000 | 06/2019 |
| Bank Of America, N.A. | Plano | TX | 12/2009 | 06/2019 |
| Stifel, Nicolaus & Company, Incorporated | Dallas | TX | 06/2019 | 12/2025 |
| 1919 Investment Counsel, Llc | Dallas | TX | 10/2019 | 12/2025 |
| Indivisible Partners Llc | Clearwater | FL | 12/2025 | Present |
1. Karrh Farms LLC;317 Wollschlaeger Dr Boerne TX 78006;Producing farm in west texas. Family owned business; Limited Partner; Farm management, crop decisions; 7/25/73;10 hr/yr; not during securities trading hours; investment related. 2. AE2022 LLC; 8700 Stonebrook Pkwy Frisco TX 75034; entity to hold direct investments; owner; 7/12/22; 1 hour per year; not during securities trading hours; Inv Related 3. KJJL Enterprises; 8700 Stonebrook Pkwy #1955, Frisco, TX 75034; Holding private placements; Manager; Oversee investments; 09/25/2020; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 4. HE 2022; 6303 Cowboys Way-Ste 300, Frisco, TX 75034; Entity Established for the sole purpose of acquiring a Hedgeye Co.; Managing Partner; 8/17/22; 1 hr/yr; Not During Securities Trading Hours; Investment Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-22 |
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