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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-17 |
Branch Locations
901 Main St. Suite 5320, Dallas, TX 75202 • United States
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Houston | TX | 05/2005 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2005 | 04/2022 |
| N/A | Dallas | TX | 12/2023 | 08/2024 |
| Trifecta Capital Management, Llc | Dallas | TX | 09/2024 | 01/2025 |
| Delos Digital Asset Management | Dallas | TX | 01/2023 | 12/2023 |
| N/A | Dallas | TX | 04/2022 | 01/2023 |
| Newedge Advisors | Dallas | TX | 01/2025 | 02/2025 |
| M.S. Howells & Co. | Scottsdale | AZ | 02/2025 | Present |
| Msh Capital Advisors Dba Troop Capital Llc. | Scottsdale | AZ | 02/2025 | Present |
1. Troop Capital Management; Investment Related- Yes; Dallas, TX; Nature- Investment Advisory Firm; Position/Title- Managing Director; Start date- 2/25/2025; Approximately 40 hours per month, 32.5 during trading hours; Description- Provide investment advice in an advisory and registered rep capacity, and other administrative duties related to Troop Capital operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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