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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-01 |
Branch Locations
3526 West Vickery Blvd, Fort Worth, TX 76107 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karsten Financial Services, Lp | Fort Worth | TX | 01/2000 | 03/2019 |
| Karsten Advisors | Fort Worth | TX | 12/2011 | 03/2019 |
| Triad Advisors Inc | Norcross | GA | 05/2012 | 03/2019 |
| Bd4Ria, Inc. | Fort Worth | TX | 09/2017 | 12/2023 |
| Cerity Partners Llc | Fort Worth | TX | 04/2019 | Present |
1) Karsten Real Estate, LP- 3526 West Vickery Blvd, Fort Worth, TX 76107, Owner, Start-01/01/08. 1 hour per month during non-trading, oversees properties controlled by Karsten family. 2) Cougar Pride Investment Company, Inc. 3526 West Vickery Blvd, Fort Worth, TX 76107. Consulting to Karsten Financial. Start-07/01/09. 10 hrs./weekly; 2 hrs. during trading 3) Stabilis Management LLC; investment related; 3526 West Vickery Blvd, Fort Worth, TX 76107; invest in real estate; partner ;1/12/2017;5 hrs./weekly; 2 hrs. during trading; investor 4) 3526 West Vickery Partners, LLC investment related, created for the purchase of 3526 West Vickery property, 1 hour per month during non-trading, managing member, operations, diligence, accounting, and tax form preparation. 5) Stabilis Real Estate Fund 2018-A raising funds for real estate investment in property, investment related, 5 hours weekly, 1 hour during securities trading, managing member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
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