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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-28 |
| LA | RA | APPROVED | 2025-07-17 |
| FL | RA | APPROVED | 2025-06-26 |
| NJ | RA | APPROVED | 2025-06-23 |
| VI | RA | APPROVED | 2025-05-20 |
| NV | RA | APPROVED | 2025-05-19 |
| WV | RA | APPROVED | 2025-05-19 |
| AL | RA | APPROVED | 2025-05-16 |
| AR | RA | APPROVED | 2025-05-16 |
| CA | RA | APPROVED | 2025-05-16 |
| CO | RA | APPROVED | 2025-05-16 |
| CT | RA | APPROVED | 2025-05-16 |
| HI | RA | APPROVED | 2025-05-16 |
| ID | RA | APPROVED | 2025-05-16 |
| IL | RA | APPROVED | 2025-05-16 |
| IN | RA | APPROVED | 2025-05-16 |
| IA | RA | APPROVED | 2025-05-16 |
| KS | RA | APPROVED | 2025-05-16 |
| KY | RA | APPROVED | 2025-05-16 |
| ME | RA | APPROVED | 2025-05-16 |
| MD | RA | APPROVED | 2025-05-16 |
| MI | RA | APPROVED | 2025-05-16 |
| MN | RA | APPROVED | 2025-05-16 |
| MS | RA | APPROVED | 2025-05-16 |
| MO | RA | APPROVED | 2025-05-16 |
| NE | RA | APPROVED | 2025-05-16 |
| NH | RA | APPROVED | 2025-05-16 |
| NM | RA | APPROVED | 2025-05-16 |
| NY | RA | APPROVED | 2025-05-16 |
| NC | RA | APPROVED | 2025-05-16 |
| OH | RA | APPROVED | 2025-05-16 |
| OK | RA | APPROVED | 2025-05-16 |
| OR | RA | APPROVED | 2025-05-16 |
| PA | RA | APPROVED | 2025-05-16 |
| RI | RA | APPROVED | 2025-05-16 |
| SC | RA | APPROVED | 2025-05-16 |
| SD | RA | APPROVED | 2025-05-16 |
| UT | RA | APPROVED | 2025-05-16 |
| VT | RA | APPROVED | 2025-05-16 |
| VA | RA | APPROVED | 2025-05-16 |
| WA | RA | APPROVED | 2025-05-16 |
| WI | RA | APPROVED | 2025-05-16 |
| WY | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-01-16 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verizon | Renton | WA | 10/2008 | 12/2023 |
| Whirl Maids Llc | Austin | TX | 08/2022 | Present |
- Whirl Maids LLC - Not investment related - Austin, TX - Cleaning Services - Managing Member - Owner - August, 2022 - Less than 1 - 0 - business inactive
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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