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8989 Harry Hines Blvd., Dallas, TX 75235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Itrazo Organic Solutions | Philadelphia | PA | 10/2024 | 02/2026 |
| Sojo Industries | Philadelphia | PA | 09/2023 | 10/2024 |
| Deloitte Consulting | Dallas | TX | 06/2021 | 09/2023 |
| Freeman Company | Dallas | TX | 05/2019 | 04/2021 |
| Keurig Dr Pepper Inc | Dallas | TX | 07/2017 | 04/2019 |
| General Motors | Detroit | MI | 06/2013 | 07/2017 |
| Artham Advisors Llc | Dallas | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-20 |
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