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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-07 |
Branch Locations
14755 Preston Road Suite 700, Dallas, TX 75254 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial | Dallas | TX | 07/1993 | 06/2025 |
| Smith Anglin & Company | Dallas | TX | 09/1993 | 06/2025 |
| Smith Anglin Financial, Llc | Dallas | TX | 08/2007 | 06/2025 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 08/2007 | 06/2025 |
| Hightower Advisors, Llc | Dallas | TX | 06/2025 | Present |
1) HERITAGE FINANCIAL, INVESTMENT RELATED, SOLE PROPRIETORSHIP, SINCE 1994. 17738 PRESTON ROAD, DALLAS, TX 75252. 2) ALP Air, LLC. Not Investment Related. 1807 Dublin Road, Parker, TX 75094. Holding Company. Managing Member. 11/2009. 2 Hrs/Mo; 0 During Trading Hours. Pay Expenses of LLC and General Record Keeping. LLC Holds an Aircraft.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-17 |
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