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Spenser Lee Liszt

Motif Planning

Dallas, TX

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Current Employers
Motif Planning

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-31
  • TX RA
    APPROVED
    Since 2023-08-31

Branch Locations

Dallas, 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
Self Employed Dallas TX 01/2006 02/2020
Lone Star Wind Orchestra Dallas TX 01/2016 06/2019
Thriving Musician Llc Dallas TX 06/2018 02/2020
Paradigm Advisors, Llc Dallas TX 03/2019 06/2019
Paradigm Advisors, Llc Dallas TX 06/2019 08/2023
Thriving Musician Llc Dba Motif Planning Dallas TX 08/2023 Present
  • 01/2006 → 02/2020
    Self Employed
    Dallas, TX
  • 01/2016 → 06/2019
    Lone Star Wind Orchestra
    Dallas, TX
  • 06/2018 → 02/2020
    Thriving Musician Llc
    Dallas, TX
  • 03/2019 → 06/2019
    Dallas, TX
  • 06/2019 → 08/2023
    Dallas, TX
  • 08/2023 → Present
    Thriving Musician Llc Dba Motif Planning
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-13
  • S65 Uniform Investment Adviser Law Examination
    2019-06-13
Designations
Other Names
  • Spenser Liszt

View on SEC IAPD

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