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8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Richardson | TX | 06/2006 | Present |
| Stonegate Capital Markets, Inc. | Dallas | TX | 08/2015 | 09/2022 |
| Lee Financial Company | Dallas | TX | 09/2022 | Present |
1. PRESIDENT OF MARCO ASSOCIATES, AN INVESTMENT-RELATED BUSINESS PERFORMING FINANCIAL MODELING, VALUATION & INVESTMENT ANALYSIS AND OTHER AD HOC FINANCIAL ACCOUNTING. 10-15 HOURS PER WEEK ALL PERFORMED FROM HOME. NO WORK PERFORMED DURING MARKET TRADING HOURS. 2. OWNER OF RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-29 |
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