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Southlake, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Dallas | TX | 01/2024 | 07/2024 |
| Sub Saharan Opportunity Fund | Dallas | TX | 02/2017 | 12/2023 |
| Wpa Family Office, Llc | Dallas | TX | 07/2024 | 07/2025 |
| Norcap Investment Lp | Dallas | TX | 10/2020 | 12/2022 |
| Rival Capitalmanagement Lp | Southlake | TX | 12/2024 | Present |
| Kenwood Advisors | Dallas | TX | 02/2016 | 02/2017 |
1) DALLAS POLICE & FIRE PENSION SYSTEM, 4100 HARRY HINES BOULEVARD, STE. 100, DALLAS, TX 75219, START DATE: 09/08/2017, POSITION: BOARD MEMBER - VICE CHAIRMAN, I'M AN ELECTED FIDUCIARY RESPONSIBLE FOR POLICY & ADMINISTRATION BASED ON BY LAW AND TEXAS STATUES, TIME DEVOTED: 5 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS. 2) SUB SAHARAN OPPORTUNITY FUND; DALLAS, TX 75206, START DATE: 05/01/2017; INVESTMENT RELATED; PRIVATE LOANS GIVEN TO SME'S IN WEST AFRICA, SPECIFICALLY GHANA IN A PRIVATE CREDIT FUND FORMAT; CHIEF INVESTMENT OFFICER; ANALYZE GHANIAN COMPANIES, PROVIDE GROWTH CAPITAL OR FUND RESTRUCTURING BUSINESS; CLIENTS OF WPA FAMILY OFFICE, LLC ARE NOT INVESTED IN THE SUB SAHARAN OPPORTUNITY FUND NOR WILL THEY BE OFFERED TO INVEST IN THE SUB SAHARAN OPPORTUNITY FUND; 4 HOURS/WK; 0 HOURS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-03 |
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