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2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-06 |
Branch Locations
3838 Oak Lawn Avenue Suite 900, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Versant Capital Management | Dallas | TX | 08/2024 | Present |
| Tolleson Wealth Management | Dallas | TX | 09/2021 | 08/2024 |
| Simmons Bank | Dallas | TX | 06/2020 | 09/2021 |
| Valesco Industries | Dallas | TX | 01/2020 | 05/2020 |
| Hodges Capital Management | Dallas | TX | 07/2019 | 08/2019 |
| Civitas Capital Group | Dallas | TX | 03/2019 | 07/2019 |
| Resolution Capital | Dallas | TX | 06/2018 | 08/2018 |
| Westwood Holdings Group, Inc. | Dallas | TX | 05/2017 | 08/2017 |
| Southern Methodist University | Dallas | TX | 08/2016 | 05/2020 |
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