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Carlos Douglas Ian Butcher

Birch Capital Management, LLC

Dallas, TX

Fort Worth, TX

CRD 7092842

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Employer firm

Birch Capital Management, LLC CRD 152302

$235M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Birch Capital Management, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-01
  • TX RA
    APPROVED
    Since 2019-04-01

Branch Locations

Dallas, TX • United States

Fort Worth, TX • 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
Birch Capital Managment Llc Dallas TX 01/2019 Present
Taylor Investment, Ltd. Wellington 10/2011 07/2018
Unemployed Dallas TX 07/2018 01/2019
  • 01/2019 → Present
    Birch Capital Managment Llc
    Dallas, TX
  • 10/2011 → 07/2018
    Taylor Investment, Ltd.
    Wellington
  • 07/2018 → 01/2019
    Unemployed
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-04
  • S65 Uniform Investment Adviser Law Examination
    2019-03-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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