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2400 Lakeside Blvd Suite 200, Richardson, TX 75082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
2400 Lakeside Blvd Suite 200, Richardson, TX 75082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indiana University | Bloomington | IN | 08/2021 | 05/2025 |
| Plano West Senior Highschool | Plano | TX | 08/2019 | 07/2021 |
| Shepton Highschool | Plano | TX | 08/2017 | 07/2019 |
| Frankford Middle School | Dallas | TX | 08/2014 | 07/2017 |
| Sch Advisors | Houston | TX | 06/2024 | 08/2024 |
| Bent Tree Country Club | Dallas | TX | 05/2022 | 08/2024 |
| Bent Tree West Swim & Tennis Club | Dallas | TX | 05/2019 | 09/2020 |
| Equitable Advisors, Llc. | New York | NY | 07/2025 | 03/2026 |
| Innovation Partners Llc | Charlotte | NC | 03/2026 | Present |
| Lemnis Capital | Richardson | TX | 03/2026 | Present |
Name of Business: Lemnis Capital Investment-Related Nature: Yes Address of the Other Business: Richardson, TX 75082 Nature of the Other Business: Investment Advisory Position, Title, or Relationship: Registered Investment Advisor Start Date of the Relationship: 03/2011 Approximate Number of Hours per Month Devoted: 120 hrs/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
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