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Michael Hall Yan

Westwood Wealth Management

Dallas, TX

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Current Employers
Westwood Wealth Management

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-18
  • TX RA
    APPROVED
    Since 2023-10-18

Branch Locations

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Westwood Holdings Group Dallas TX 04/2023 Present
Dallas Police And Fire Pension System Dallas TX 07/2019 03/2023
Toyota Motors North America Plano TX 10/2018 04/2019
Sentinel Trust Company Houston TX 06/2015 09/2017
Unemployed/Consultant Dallas TX 09/2017 10/2018
  • 04/2023 → Present
    Westwood Holdings Group
    Dallas, TX
  • 07/2019 → 03/2023
    Dallas Police And Fire Pension System
    Dallas, TX
  • 10/2018 → 04/2019
    Toyota Motors North America
    Plano, TX
  • 06/2015 → 09/2017
    Sentinel Trust Company
    Houston, TX
  • 09/2017 → 10/2018
    Unemployed/Consultant
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-18
  • S65 Uniform Investment Adviser Law Examination
    2023-10-18

View on SEC IAPD

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