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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msm Advisory, Llc | Dallas | TX | 03/2016 | Present |
(1) 2008-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/DALLAS, TX/INSURANCE AGENT/PROVIDE INSURANCE PRODUCTS AND SERVICES VIA UNAFFILIATED ISSUERS/INVOLVES UP TO 60% TIME, INCLUDING DURING TRADITIONAL BUSINESS HOURS.//(2) 1999-PRESENT: RESIDENTIAL INVESTMENT REAL ESTATE/NOT INVESTMENT RELATED/DALLAS/OWNER/PASSIVE INCOME FROM RESIDENTIAL REAL ESTATE HOLDINGS/INVOLVES LESS THAN ONE PERCENT TIME EACH MONTH, TYPICALLY AFTER BUSINESS HOURS.//(3) 2014-PRESENT: MASTER NETWORKS/NOT INVESTMENT RELATED/FRISCO, TX/CHAPTER PRESIDENT/INVOLVES LESS THAN THREE PERCENT TIME EACH MONTH, INCLUDING BUSINESS HOURS.//(4) 2010-PRESENT: ROTARY INTERNATIONAL/NOT INVESTMENT RELATED/DALLAS, TX/CHARITABLE ORGANIZATION/LESS THAN THREE PERCENT TIME EACH MONTH, INCLUDING DURING BUSINESS HOURS.//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-01 |
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