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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
Branch Locations
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Stephenville | TX | 10/2014 | 05/2018 |
| Rgt Wealth Advisors | Dallas | TX | 06/2018 | 02/2022 |
| True North Advisors, Llc | Dallas | TX | 03/2022 | Present |
NAME OF BUSINESS: VANDERBILT HOLDINGS, RENTAL PROPERTY, NOT INVESTMENT-RELATED, 562 W. VANDERBILT ST. STEPHENVILLE, TX 76401. POSITION: OWNER. START DATE: 06/2018. DUTIES: COORDINATE WITH TENANTS FOR REPAIRS. 1-5 HOURS SPENT DURING SECURITIES TRADING HOURS. 1-5 HOURS SPENT DURING NON-BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
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