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640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-03 |
Branch Locations
640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102 • United States
8343 Douglas Avenue, Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Miami | Coral Gables | FL | 08/2023 | 07/2024 |
| University Of Miami | Coral Gables | FL | 08/2019 | 04/2021 |
| Ben E Keith Company | Dallas | TX | 05/2023 | 08/2023 |
| University Of Miami | Coral Gables | FL | 08/2021 | 04/2022 |
| University Of Miami | Coral Gables | FL | 08/2022 | 04/2023 |
| Highland Park Independent School District | Highland Park | TX | 01/2014 | 06/2018 |
| Fidelity Investments | Westlake | TX | 09/2024 | 02/2025 |
| Ben E Keith | Dallas | TX | 05/2021 | 08/2021 |
| Liquorsplit | Coral Gables | FL | 01/2022 | 05/2022 |
| Moody Family Ymca | Park Cities | TX | 06/2018 | 08/2019 |
| Shinsei Restaurant | Dallas | TX | 07/2024 | 08/2024 |
| Ben E Keith Company | Dallas | TX | 05/2022 | 08/2022 |
| Wpwealth Llp | Fort Worth | TX | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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