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13355 Noel Rd. Ste 1100, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prinicipia Wealth Advisory, Llc | Dallas | TX | 12/2009 | Present |
Name of other business: Thousand Hills, LLC Investment related?: Yes Address of business: 1209 Creekfield Dr. Plano, TX 75075 Nature of business: Series LLC for investing in private businesses My position: Member Start date: 01/2019 Hours devoted: 4/month; 1/month during trading hours Duties: Source and evaluate investment opportunities for personal investment Name of other business: James 127, LLC Investment related?: Yes Address of business: 804 5T Ranch Rd. Argyle, TX 76226 Nature of business: LLC for investing in real estate My position: Member Start date: 06/2023 Hours devoted: 6/month; 1/month during trading hours Duties: Own and manage residential real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-04 |
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