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5956 Sherry Lane Suite 1650, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-25 |
Branch Locations
5956 Sherry Lane Suite 1650, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roosevelt Capital Management Llc | Dallas | TX | 08/2019 | Present |
| Tailor Strategy Group, Llc | Dallas | TX | 03/2008 | Present |
| Integrity Title | Tulsa | OK | 01/2019 | Present |
Owner of application development and data analytics company. Michael Patrick O'Brien is also a W2 employee of the Integrity Title Group, a Tulsa based title company. As an employee of Integrity Title, Michael Patrick O'Brien supports the organization's senior leadership a variety of analytics and project management activities. Michael Patrick O'Brien spends approximately 40 hours per month on outside business activities. 30 hours are outside trading hours and 10 hours are during trading hours. VP Strategy; AllFirst LLC; investment related: No; Location: 1401 S. Boulder Ave. Tulsa OK 74119 United States; Description of the business: AllFirst LLC is a residential and commercial title company.; Responsibilities Duties: Manage various operations and technology projects for company senior leadership.; Start date with business: 2022-02-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 65;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
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