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18111 Preston Road Suite 600, Dallas, TX 75252 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
18111 Preston Road Suite 600, Dallas, TX 75252 • 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 |
|---|---|---|---|---|
| Merrill Lynch Wealth Management | Dallas | TX | 09/2012 | 08/2020 |
| Stifel Nicolaus & Co Inc | Dallas | TX | 08/2020 | 12/2024 |
| Pinecrest Advisory Services, Llc | Dallas | TX | 02/2025 | Present |
-Pinecrest Consulting - a firm working with small businesses -Serving as a Board Member of the Jewish Federation of Dallas (a non-profit community organization supporting the Dallas Jewish community); approx. 4 hours/month since 08/2024. -Acting as a Principal Member of IJF Outreach, a non-profit focused on Jewish outreach initiatives including rent, food, and other support services; approx. 6 hours/month since 12/2024. -Operating as CEO of Pinecrest Family Office, a non-investment-related entity that serves as a holding company and employs staff for various affiliated businesses; approx. 60 hours/month since 12/2024. -Operating as Director of Innovative BPS, one of the fastest-growing insurance and benefits agencies serving small- and mid-sized companies (with a specialty in Amazon DSPs). -Affiliated with Tab Capital Management LLC, a personal family holding company that receives income from various sources.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
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