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100 North 6Th Street Suite 500, Waco, TX 76701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-05-24 |
Branch Locations
100 North 6Th Street Suite 500, Waco, TX 76701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disciplined Investors, L.L.C. | Waco | TX | 04/2007 | Present |
Southern Media Specialists, LLC. The business is not investment related. Its physical address is 100 N. 6th Street, Suite 500, Waco, TX 76701. The business primarily engages in print media consulting and publishing a travel magazine. My title is President. It has no relationship with Disciplined Investors, LLC. The business was started in 2012, I devote a very limited amount of time to the operations of the business as my primary employee performs all of the operational aspects of the company. I spend approx. 5 hours per month working on the business of Southern Media Specialists, LLC although I devote no time to this during trading hours. My duties include reconciling bank statements, accounting and payroll functions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-22 |
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