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Michael Joseph Labbe

Atwood Capital Management, LLC

Dallas, TX

CRD 7419165

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Employer firm

Atwood Capital Management, LLC CRD 328157

$1.13M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Atwood Capital Management, Llc

3838 Oak Lawn Avenue Suite 1000, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-05
  • TX RA
    APPROVED
    Since 2024-01-05

Branch Locations

3838 Oak Lawn Avenue Suite 1000, Dallas, TX 75219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sikich Corporate Finance Llc Chicago IL 07/2021 12/2021
Unemployed Chicago IL 06/2020 07/2021
The University Of Chicago Booth School Of Business Chicago IL 09/2018 06/2020
Sikich Corporate Finance Llc Chicago IL 06/2019 09/2019
Sears Holdings Corporation Greenwich CT 09/2016 08/2018
Robert W. Baird & Co. Incorporated Chicago IL 12/2021 12/2022
Atwood Capital Management, Llc Dallas TX 03/2023 Present
  • 07/2021 → 12/2021
    Sikich Corporate Finance Llc
    Chicago, IL
  • 06/2020 → 07/2021
    Unemployed
    Chicago, IL
  • 09/2018 → 06/2020
    The University Of Chicago Booth School Of Business
    Chicago, IL
  • 06/2019 → 09/2019
    Sikich Corporate Finance Llc
    Chicago, IL
  • 09/2016 → 08/2018
    Sears Holdings Corporation
    Greenwich, CT
  • 12/2021 → 12/2022
    Robert W. Baird & Co. Incorporated
    Chicago, IL
  • 03/2023 → Present
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-10
  • S63 Uniform Securities Agent State Law Examination
    2021-09-10
Designations
  • Chartered Financial Analyst
Other Names
  • Michael Labbe

View on SEC IAPD

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