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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-23 |
| IL | RA | APPROVED | 2014-10-14 |
| NJ | RA | APPROVED | 2008-12-08 |
| MA | RA | APPROVED | 2008-07-31 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
209 West Central Street Suite #110, Natick, MA 01760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Independent Network Inc. | Dallas | TX | 07/2008 | Present |
1) FIELDSTONE LANE HOMEOWNERS ASSOCIATION - NOT INVESTMENT RELATED - THERE IS NO PHYSICAL, PERMANENT BUILDING THE ASSOCIATION OWNS OR RENTS - DEC 2011 - I WOULD WORK WITH OTHER BOARD MEMBERS TO MAKE DECISIONS ON PROPERTY MANAGEMENT AND OTHER TOPICS THAT THE BOARD CONSIDERS FOR THE ASSOCIATION - NO COMPENSATION - 1 HR PER MBTH DRNG BSNSS HRS - 2-3 HRS PER MONTH DRNG NON BSNSS HRS - NO CONFLICTS OF INTEREST.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 1997-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-07 |
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