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4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-07 |
Branch Locations
4975 Preston Park Blvd. Suite 820, Plano, TX 75093 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas College | Dallas | TX | 08/2007 | Present |
DALLAS COLLEGE. NOT INVESTMENT RELATED. 12800 ABRAMS RD. DALLAS, TX 75243 (DCCCD) 800 W. CAMPBELL RD, RICHARDSON, TX 75080 (UTD). EDUCATION. PROFESSOR. 08/2007. 60 HOURS/MONTH, 25 DURING TRADING HOURS. TEACHING. The 3525 Condominium. Not investment related. 3525 Turtle Creek Blvd. #50, Dallas, TX 75219. Non profit. Officer. 10 hours/month, none during trading hours. The 3525 Condominium is a non profit setup for managing the affairs of the building. All funds come from HOA dues and charges for services to residents. Positions are elected. As Treasurer/Secretary I help oversee the budget and make certain obligations are met. Crescent Securities Group, Investment related. 4975 Preston Park Blvd. #820, Plano, TX 75093. 12/2010 Registered Rep. 20 hours/month, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
| S65 | Uniform Investment Adviser Law Examination | 2001-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-28 |
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