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3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-03-24 |
Branch Locations
3500 Oak Lawn Ave Ste 400, Dallas, TX 75219 • United States
Grand Rapids, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Grand Rapids | TX | 03/2016 | Present |
1) Rental Property in Cape Coral, Florida, not investment related, the address is 3157 Cape Harbour Dr., Cape Coral, Florida, owners Rick and Kay Bowling, expected start date is Feb 03 2025, less than 1 hour a month devoted to the activity during and outside of office hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-13 |
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