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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Dallas | TX | 07/2001 | Present |
| Isc Advisors, Inc. | Dallas | TX | 04/2013 | Present |
| Boardwalk Financial Group S-Corp (Dba) | Fairview | TX | 06/2024 | Present |
1) Boardwalk Condominium, Panama City Beach, FL 32408, start date November 2017, rental income, less than 1 hour per week, less than 1 hour per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-13 |
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