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2200 Ross Avenue, 31St Floor, Dallas, TX 75201-2761 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
2200 Ross Avenue, 31St Floor, Dallas, TX 75201-2761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ivaldi Capital Llp | London | 01/2017 | 04/2018 | |
| Brightsphere Investment Group | London | 09/2018 | 03/2019 | |
| Barrow Hanley Global Investors | Dallas | TX | 03/2019 | Present |
| Unemployed | London | 04/2016 | 01/2017 | |
| Unemployed | London | 04/2018 | 09/2018 |
Motcomb Brands, Not Investment-related 6202 Mimosa Lane, Dallas, TX 75230 Development of Healthy Children's Food. Company is pre-revenue. The business is run by my wife. We are 50/50% co-owners but I has no active role in operations. The LLC was formed in September 2020. Between 0 and 4 hours to support as co-owner, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-04 |
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