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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Rangers | Arlington | TX | 01/2016 | 11/2016 |
| Texas Rangers | Arlington | TX | 11/2016 | Present |
| Bull & Bear Advisors Llc | Fort Worth | TX | 01/2025 | Present |
| Bull & Bear, Lp | Houston | TX | 03/2025 | Present |
1) Texas Rangers; Professional Scout; Investment related: No; 734 Stadium Drive Arlington Texas 76011; Description: The Texas Rangers are a professional baseball team that competes in the MLB; 2016-11-01; 20 Hours per month devoted to business during trading hours; 60 Hours per month devoted to business outside trading hours; 65 Percent of total yearly compensation expected to be derived from the business. 2) Bull & Bear, LP; Investment related: Yes; Location: 700 Milam St., Suite #1300 - PMB 153 Houston TX 77002; Description: Investment manager to private funds.; Position Title: Customer Relationship Manager; Responsibilities Duties: Develop, maintain, and nurture potential clients by meeting with prospective clients from referrals, inbound prospective client messages, and events. Provide education and information for prospective clients on private funds, their investments, etc. Maintain current client relationships by checking in on needs, questions, and being a resource for any new offering; Start date: 2025-03-01; Hours per month during trading hours: 8; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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