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10330 Lake Road Suite U, Houston, TX 77070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Solutions | Richardson | TX | 01/2008 | Present |
| Southwest Funding Lp | Dallas | TX | 02/2022 | Present |
| Managed Financial Services Corp | Houston | TX | 06/2019 | Present |
Fidelity Solutions: IT Consultant - Duties: Project Manager, Business Analyst, QA Analyst 15% of weekly time (decreasing) Southwest Funding LP: Mortgage Loan Originator Managed Financial Services - Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
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