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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
4 Main Street Suite 230, Los Altos, CA 94022 • 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 |
|---|---|---|---|---|
| Three Bell Capital Llc | Dallas | TX | 11/2011 | Present |
| Kw Securities | Larkspur | CA | 06/2016 | 03/2020 |
| Rainmaker Securities | Los Angeles | CA | 07/2016 | 03/2019 |
TopShelf.party LLC ("TopShelf") | Non-Investment-Related | 1999 Bryan Street, Suite 900, Dallas, TX 75201 | TopShelf provides staffing for high-end private events and parties. Jonathan Porter has been a co-owner and Managing Partner of TopShelf since 3/18/2024. Mr. Porter spends approximately 8 hours per month on work for TopShelf; none during trading hours. Mr. Porter provides supervision and ad hoc assistance to TopShelf staff. He is not involved in the day-to-day management of TopShelf.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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