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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-07 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
6224 Colleyville Blvd Suite A, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Holdings Group, Inc. | Dallas | TX | 05/1995 | Present |
| Foreside Fund Services, Llc | Dallas | TX | 01/2008 | Present |
| Westwood Advisors, Llc | Dallas | TX | 04/2019 | Present |
1] FIinley White Young Limited Partnership, Colleyville TX, Investment Related Trading account in the name of partnership to hold investments, Investment Holding Company, Co-General Partner, 1/1999, Zero hrs/month during business hours. 2] Empower Brokerage; Colleyville TX, Health Insurance Agency, Non-Investment Related, Private Independent Health Insurance Agent, 9/2/2024, unknown hours outside of business hours. unknown hours during business hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-20 |
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