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17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-02 |
Branch Locations
17855 Dallas Parkway Suite 150, Dallas, TX 75287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hale Law Firm, P.C. | Waxahachie | TX | 08/2006 | Present |
| Hale Brokerage, Llc | Waxahachie | TX | 02/2009 | Present |
| Worth Asset Management | Dallas | TX | 01/2014 | Present |
HALE REAL ESTATE, LLC NON-INVESTMENT RELATED 3511 WIMBLEDON WAY MIDLOTHIAN TX 76065 COMMERCIAL REAL ESTATE - RENTALS POSITION: MANAGER START DATE: 01/06/2012 HOURS/MONTH: 10 DUTIES: RENT OFFICE BUILDINGS THE HALE LAW FIRM, P.C. NON-INVESTMENT RELATED 417 W. MAIN ST WAXAHACHIE TX 75165 LAW PRACTICE POSITION: OWNER / ATTORNEY START DATE: 08/26/2006 HOURS/MONTH: 140 DUTIES: MANAGING LAW FIRM, PRACTICING ATTORNEY LORD WEALTH ADVISORS, LP NON-INVESTMENT RELATED 3511 WIMBLEDON WAY MIDLOTHIAN TX 76065 INSURANCE AGENCY POSITION: GENERAL PARTNER / AGENT START DATE: 08/22/2012 HOURS/MONTH: 10 DUTIES: COMMISSION SALES OF TRADITIONAL INSURANCE AND FIXED ANNUITIES, GENERAL PARTNER RRR PROPERTIES, LLC NON-INVESTMENT RELATED 417 W. MAIN ST WAXAHACHIE TX 75165 RESIDENTIAL RENTAL PROPERTIES POSITION: VICE PRESIDENT, MEMBER MANAGER START DATE: 10/16/2007 HOURS/MONTH: LESS THAN 10 DUTIES: OWNERSHIP INTEREST ONLY HALE BROKERAGE, LLC NON-INVESTMENT RELATED 417 W MAIN ST WAXAHACHIE TX 75165 REAL ESTATE BROKERAGE POSITION: ATTORNEY & PART TIME EMPLOYEE START DATE: 02/11/2009 HOURS/MONTH: 10 DUTIES: PROVIDE LEAGL ADVICE SAINT FRANCIS IRRIVOCABLE TRUST NON-INVESTMENT RELATED 3511 WIMBLEDON WAY MIDLOTHIAN TX 76065 POSITION: TRUSTEE / BENEFICIARY START DATE: 01/05/2012 HOURS/MONTH: LESS THAN 10 DUTIES: PASSIVE INCOME FROM TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-15 |
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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