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13760 Noel Road Suite 300, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Elite | Dallas | TX | 03/2022 | 03/2025 |
| Sylvest Advisors | Dallas | TX | 05/2025 | Present |
| Financial Service Transition | Tuscaloosa | AL | 08/2020 | 03/2022 |
| University Of Alabama | Tuscaloosa | AL | 08/2016 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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