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8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-19 |
| MO | RA | APPROVED | 2023-12-19 |
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
3811 Turtle Creek Blvd Suite 800, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Private Wealth Management | Dallas | TX | 03/2015 | 11/2023 |
| Matter Family Office | Dallas | TX | 12/2023 | Present |
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