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1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-17 |
Branch Locations
1845 Woodall Rodgers Fwy Suite 1000, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delos Wealth Advisors | Dallas | TX | 06/2023 | Present |
| N/A | Tucson | AZ | 08/2018 | 05/2023 |
| Waldron Private Wealth | Bridgeville | PA | 05/2022 | 07/2022 |
| Northwestern Mutual | Pittsburgh | PA | 05/2020 | 08/2020 |
| Mercedes Advisors Llc | Pittsburgh | PA | 05/2019 | 08/2019 |
| Shady Side Academy | Pittsburgh | PA | 06/2013 | 05/2017 |
| Cushing Academy | Ashburnham | MA | 08/2017 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-24 |
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