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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-11-27 |
| CA | RA | APPROVED | 2018-08-06 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Bell Capital | Overland Park | KS | 02/2018 | Present |
| Familiar Surroundings Home Care | San Jose | CA | 09/2017 | 02/2018 |
| Exos | Mountain View | CA | 02/2014 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-06 |
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