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Red Tree Investments CRD 319528
$1.00M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Denton, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mdx Wealth Management | Houston | TX | 02/2016 | 05/2022 |
| Red Tree Investments | Denton | TX | 02/2022 | Present |
| Texas Investment Training Llc | Denton | TX | 12/2021 | Present |
Texas Investment Training LLC, not investment related, Denton, TX, provides training to TX municipalities on the Public Funds Investment Act and covers the rules and regulations that municipal governments need to follow, economics, investment policies, eligible investments, fraud and efficiency, Owner, 12/2021, 15, 15, Instructor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-28 |
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