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360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-23 |
Branch Locations
360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northern Trust Company | Dallas | TX | 05/2013 | 05/2025 |
| Simon Quick Advisors, Llc | Dallas | TX | 05/2025 | Present |
IMAGE Studios and IMAGE FTW NAO1, LLC Owner/Manager since November 1, 2024 Not investment related 10-15 hours per month during non-trading hours IMAGE Studios is a Health/Wellness company 499 Hidden Valley Ln, Coppell TX 75019 Owner of one franchise, currently in build-out process. Once opened, mainly serving as property manager overseeing the location. Chuck Warner & Associates, LLC Minority owner since January 1, 2023 Not investment related 2-5 hours per month during non-trading hours Commercial Real Estate Investment and Management 104 Delaplane Ct., Morrisville, NC 27560 Minimal duties, mainly reviewing existing properties being managed and new properties being acquired. Full time Managing Partner makes day-to-day decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-15 |
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