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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2015-10-05 |
Branch Locations
4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gill Capital Management, Inc. | Dallas | TX | 07/1999 | Present |
| Castleview Partners, Llc | Dallas | TX | 10/2015 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 02/2016 | Present |
1) DBA - Castleview Partners, LLC - 8111 Preston Road, Suite 575, Dallas, TX 75225; SEC Registered Investment Advisor; Investment Related; CEO/CCO; Administer the company, advise clients, member if investment committee; 77% of time spent 2) Gill Capital Management, Inc. - 8111 Preston Road, Suite 575, Dallas, TX 75225; Holding company for investments in real estate and private equity, including 90% ownership of Castleview Partners, LLC. Also, trading in public securities; Investment related; President/Sole Shareholder; Make investment decisions, making trading decisions, administer company; 17% of time spent 3) Insurance Agent - 8111 Preston Road, Suite 575, Dallas, TX 75225; Independent insurance agent; Investment related; Agent; Represent insurance products to clients; 5% of time spent 4) Board of Director, Rotary Club of Park Cities Foundation - 6704 Snider Plaza, Dallas, TX 75205; Foundation makes grants to charities; Not Investment Related; Review grant requests, decide on recipients of grants, no investment involvement and no client involvement; 1% of time spent 5) Northridge Presbyterian Church - 6920 Bob-o-Link, Dallas, TX 75214; Participate in lay leadership as the chairman of a committee; Non-investment related; Chair; Lead a committee; 1% of time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-13 |
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