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3400 North Central Expressway Suite 110, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-27 |
Branch Locations
3400 North Central Expressway Suite 110, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 05/2017 | 03/2019 |
| North Texas Warriors Select Sports | Allen | TX | 03/2012 | 05/2017 |
| University Of Arkansas | Fayetteville | AR | 08/2014 | 05/2017 |
| Bank Of America, N.A. | Dallas | TX | 10/2017 | 03/2019 |
| Wealth Watch Advisors | Englewood | CO | 04/2019 | 06/2019 |
| North Texas Warriors Select Sports | Fairview | TN | 03/2012 | 05/2019 |
| La Capital Wealth Management, Llc | Carrollton | TX | 07/2019 | 09/2020 |
| Lincoln Wealth, Llc | Carrollton | TX | 07/2019 | 09/2020 |
| Lincoln Wealth, Llc | Carrollton | TX | 01/2019 | 09/2020 |
| Olympus Capital, Llc | Plano | TX | 09/2020 | Present |
-North Texas Warriors Select Sports -This business is not investment related. -Fairview, TX (residential address of my business partner, Mike Billingsley) -We are a business devoted to developing young athletes into the best basketball players they can be while adding extra emphasis on things such as respectful behavior. -I am currently a Managing Partner with a 30% ownership stake in the business. I have been in this position since March of 2012 and continue today. -Typically I devote about 10-15 hours a month to the program, mostly on weekends and the occasional weeknight. None of my hours ever fall within the trading hours of any securities. -I am in charge of running and improving the website, maintaining the invoices and late payments, keeping in touch with our uniform distributors, and on occasion coaching games and tournaments. -I am not currently paid for this role. Partner; Rose Capital Advisors; investment related: No; Location: 7307 Casa Loma Avenue Dallas TX 75214 Dallas; Description of the business: Holding Company; Responsibilities Duties: None at this time; Start date with business: 2020-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-07 |
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