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Current Employers
Cottonwood Capital Advisors

105 Decker Court Suite 730, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-21
  • TX RA
    APPROVED
    Since 2025-07-21

Branch Locations

5960 W Parker Rd Ste 278-135, Plano, TX 75093 • United States

105 Decker Court Suite 730, Irving, TX 75062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Toombs, Hall & Foster Llp Dallas TX 01/2015 02/2021
Bakc, Llp Dallas TX 02/2021 11/2022
Cbiz, Inc. San Francisco CA 11/2022 08/2023
Farrell & Hardeman. Llc Dallas TX 08/2023 12/2024
B&T Advisors, Llc Plano TX 12/2024 Present
  • 01/2015 → 02/2021
    Toombs, Hall & Foster Llp
    Dallas, TX
  • 02/2021 → 11/2022
    Bakc, Llp
    Dallas, TX
  • 11/2022 → 08/2023
    Cbiz, Inc.
    San Francisco, CA
  • 08/2023 → 12/2024
    Farrell & Hardeman. Llc
    Dallas, TX
  • 12/2024 → Present
    B&T Advisors, Llc
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19

View on SEC IAPD

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