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Hurst, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowercase Capital, Llc | Grand Prairie | TX | 05/2018 | Present |
| Iba Proton Therapy, Inc | Reston | VA | 10/2009 | Present |
I am a sole proprietor of a rental property I own in Newport News, VA. There is no related business entity for this property. The address of the property is 14567 Old Courthouse Way, Unit B, Newport News, VA 23608. I rent this property through management provided by Berkshire Hathaway Home Services. This business began in late 2015. I spend less than one hour per week in this business activity. This business is not investment related. I am presently employed by IBA Proton Therapy (IBA) as a Field Training Manager. I started with IBA in October 2009 and generally perform engineering and management tasks. I work at the following locations for IBA: Texas Center for Proton Therapy 1501 W Royal Ln Irving, TX 75063 IBA PT Training Facility 8410 Sterling St STE 100 Irving, TX 75063 I work for IBA about 40 hours per week during normal business hours, but also on nights and weekends as operations require. My work with IBA is not investment related. Overall, I devote about 164 hours per month to other business and most of those hours are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-12 |
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