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Dallas, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Opcrest Investment Management | Dallas | TX | 01/2011 | Present |
Mr. Jordan may occasionally provide Real Estate consulting services and/or serve as Executor of Estates. Mr. Jordan expects these additional activities to require less than 10 hours per week. Mr. Jordan expects to have sufficient time to manage the affairs of OpCrest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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