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15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-15 |
Branch Locations
15110 Dallas Parkway Suite 500, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Fort Worth | TX | 06/2015 | 12/2018 |
| Artemis Capital Advisers, Lp | Austin | TX | 01/2019 | 08/2022 |
| Advisor Resource Council | Dallas | TX | 09/2022 | Present |
1. 9/26/2022 - Rental Property - Owner - 1/2 hour a month - 0 hours during trading hours - I own the property and am responsible for collecting rent and performing any required maintenance. Address: 217 Climbing Rock Loop, Dripping Springs, TX 78620 2. 9/12/2022 - AIQ Asset Management - Senior Trader - 40 hours a week - 32.5 hours during trading hours a week - Cover the trading needs of AIQ Asset Management, I handle all of their trade requests. Address: 15110 Dallas Parkway, Suite 500, Dallas TX 75248
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-08-28 |
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