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One Madison Avenue 18Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-30 |
Branch Locations
One Madison Avenue 18Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Distributors, Llc | New York | NY | 06/2008 | Present |
| Clearbridge Investments Llc | Lewisville | TX | 05/2009 | Present |
1. Verbritt, LLC; Lewisville, TX; Real Estate Holdings; Co-Owner; began June 2008 2. SEOVAC, LLC (formerly Layn Brothers), LLC; Lewisville, TX; Real Estate Holdings; Co-Owner; began Dec. 2016 3.Wright Ventures LLC; Lewisville, TX; Real Estate Holdings; Co-Owner; began August 2018 4. Royden, LLC; Lewisville, TX; Real Estate Holdings; Co-Owner; began August 2018 5. Lusa Nita Retreat LLC; Lewisville, TX; Real Estate Holdings; Co-Owner; began August 2018; Approx 5 hours per month - no time devoted during normal securities trading hours. 6. NextGen Family Ventures LLC-Partner; Lewisville, TX; Beginning: 2/1/2025; Approx: 4 hours monthly; No time devoted during normal securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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