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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
111 Congress Avenue Suite 1830, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Luther King Capital Management Corporation | Fort Worth | TX | 07/2015 | 01/2020 |
| Ryan Smith Consulting | Dripping Springs | TX | 01/2020 | 01/2021 |
| Venturi Private Wealth | Austin | TX | 01/2021 | 03/2023 |
| Cibc Private Wealth Advisors | Chicago | IL | 04/2023 | Present |
I serve as a board member for Omni Courts, a non-investment related business that provides inventory management solutions for retailers. I joined the board officially in October 2020 and spend approximately 3 hours/month, mainly nights and weekends. As a board member, my involvement is strategic and focus on high level business decisions. I have a financial interest in the business through a closed fund, Katy Trail PE, LP which also includes a significant personal investment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-08 |
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-19 |
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