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5500 Preston Road Suite 250, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
5500 Preston Road Suite 250, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Filoi Capital Llc | Dallas | TX | 10/2007 | 03/2026 |
| Tolleson Private Wealth Management | Dallas | TX | 04/2026 | Present |
Name of Outside Business: Dallas College Foundation Address: 1601 Botham Jean Blvd, Dallas, TX 75205 Nature of Business: Nonprofit education foundation providing scholarships to Dallas College students. Position/Title: Board Member; Investment Committee Member; Finance Committee Member Start date of relationship: June 2025 Description of Duties: Serves on the board and committees providing strategic, financial, and investment oversight. Participates in fundraising activities, including personal donations and inviting others to events. Investment oversight is conducted in coordination with an external investment manager. Financial, Investment, or Fundraising Responsibilities: Yes - fundraising and investment oversight. Estimated Hours per Month / During Trading Hours: Approximately 1-5 hours. Compensation: None. Client Relationship: Not a client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
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