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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-13 |
Branch Locations
5600 Clearfork Main Street Suite 450, Fort Worth, TX 76109 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teak Tree Capital Management, Llc | Fort Worth | TX | 04/2009 | 09/2020 |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany | NJ | 04/2009 | 09/2020 |
| Hightower | Chicago | IL | 09/2020 | Present |
(1) TEAK TREE CAPITAL MANAGEMENT LLC, INVESTMENT RELATED, 1300 S. UNIVERSITY DR. SUITE 407, FT. WORTH, TX, RIA; (2) Congregation Ahavath Sholon, investment related, 4050 S. Hulen St., Forth Worth, TX, Treasurer, serving as Treasurer of synagogue, start date: 6/3/2018, time spent: 5 hrs/month; and (3) Fixed Insurance Sales, Insurance sales, D/B/A Teak Tree Capital Management, start date: 4/24/2009.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-23 |
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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