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13760 Noel Road Suite 300, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Plano | TX | 11/2020 | 12/2021 |
| Enterprise Holdings | Dallas | TX | 07/2010 | 05/2020 |
| N/A | Dallas | TX | 05/2020 | 11/2020 |
| Sylvest Advisors Llc, Dba Murphy & Sylvest | Dallas | TX | 01/2022 | Present |
1) Board of Directors; For the Love of the Lake; President, not investment related, began President role Jan 2023, 30 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-18 |
| S66 | Uniform Combined State Law Examination | 2021-02-03 |
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