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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
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 |
|---|---|---|---|---|
| Clear Rock Advisors, Llc | Austin | TX | 01/2020 | 09/2024 |
| Bok | Dallas | TX | 06/2019 | 08/2019 |
| Waddell And Reed | Kansas City | MO | 06/2018 | 08/2018 |
| College Student Tcu | Fort Worth | TX | 08/2016 | 05/2020 |
| True North Advisors, Llc | Dallas | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-21 |
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