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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
5950 Sherry Lane Suite 600, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Srvcs Dba Messick Peacock & Associates | Dallas | TX | 03/2020 | 08/2025 |
| Raymond James Fin'l Srvcs Advisors Dba Messick Peacock & Assoc | Dallas | TX | 03/2020 | 08/2025 |
| Mpa Enterprises, Llc Dba Messick Peacock & Associates | Dallas | TX | 08/2019 | 08/2025 |
| Mpa Wealth, Llc | Dallas | TX | 03/2023 | 08/2025 |
| Cam Wealth Llc | Dallas | TX | 01/2022 | 08/2025 |
| Northwestern Mutual Investment Services, Llc | Dallas | TX | 01/1994 | 03/2020 |
| Corient | Dallas | TX | 08/2025 | Present |
| Corient Services Llc | Miami | FL | 08/2025 | Present |
(1) Name of Business: CAM Wealth LLC Address: 8333 Douglas Ave Ste 1200, Dallas, TX, 75225-5819, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: It is my individual LLC to receive compensation from MPA Enterprises LLC (2) Name of Business: Jesuit Foundation Address: 12345 Inwood Road, Dallas, TX, 75244, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 08/24/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee member to assist in investment management decisions for the foundation (3) Name of Business: Knightvest 90 LLC Address: 4314 Gloster Rd, Dallas, TX, 75220, United States Activity Type: Rental Real Estate Position/Title: Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Ursuline Foundation Address: 4900 Walnut Hill Lane, Dallas, TX, 75229, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee member to assist in investment management decisions for the foundation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-05 |
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