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6347 Lake Bluff Dr, Dallas, TX 75249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C.R. England | Salt Lake City | UT | 09/2016 | 09/2017 |
| C.R. England | Salt Lake City | UT | 09/2017 | 05/2018 |
| Ups | Seattle | WA | 05/2019 | 08/2020 |
| Ups | Dallas | TX | 08/2020 | 05/2024 |
| Ups | Dallas | TX | 05/2024 | Present |
| Central Washington University | Ellensburg | WA | 05/2018 | 05/2019 |
| Cascadia Community College | Bellevue | WA | 04/2014 | 09/2016 |
| Hoffman Wealth Advisors | Dallas | TX | 03/2025 | Present |
- The name of the other business: UPS - Whether the nature of the business is investment-related: No - The address of the other business: 4200 Samuell Blvd, Mesquite, TX 75149 - Your position of the other business: Manager - Title, or relationship with the other business: Full-time Manager - The start date of your relationship: 05/2019 - The approximate number of hours/month you devote to the other business: 160 hours/month - The number of hours you devote to the other business during securities trading hours: 1 hour/day - And briefly describe your duties relating to the other business: Oversee operational logistics and staff management for UPS, ensuring efficient delivery operations and team coordination. This role does not involve financial products or services and occurs outside advisory business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-01 |
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