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Michael Patrick O'BRien

Roosevelt Capital Management LLC

Dallas, TX

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Current Employers
Roosevelt Capital Management Llc

5956 Sherry Lane Suite 1650, Dallas, TX 75225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-09-25
  • TX RA
    APPROVED
    Since 2019-09-25

Branch Locations

5956 Sherry Lane Suite 1650, Dallas, TX 75225 • 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
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
  • 08/2019 → Present
    Dallas, TX
  • 03/2008 → Present
    Tailor Strategy Group, Llc
    Dallas, TX
  • 01/2019 → Present
    Integrity Title
    Tulsa, OK
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-25
  • S65 Uniform Investment Adviser Law Examination
    2019-09-25

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