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5956 Sherry Lane Suite 1650, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-20 |
Branch Locations
5956 Sherry Lane Suite 1650, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roosevelt Investments | Dallas | TX | 04/2009 | Present |
| White Lake Capital Management Llc | Dallas | TX | 02/2016 | Present |
YES. I CURRENTLY AM AN EMPLOYEE IN MY FAMILY'S FAMILY OFFICE. ON BEHALF OF THE FAMILY I AM ACTIVELY ENGAGED ON AN OIL AND GAS PROJECT, ACTIVELY INVEST FAMILY CAPITAL IN THE MUNI AND CORPORATE BOND MARKETS AND EQUITY MARKETS, AND INVEST IN A NUMBER OF OTHER PRIVATE CREDIT ARENAS. IT IT MY PLAN TO CONTINUE TO WORK AS AN EMPLOYEE OF THE FAMILY'S FAMILY OFFICE AFTER WHITE LAKE CAPITAL MANAGEMENT LLC RECEIVES ITS REGISTRATION AND INVESTS CAPITAL ON BEHALF OF OTHERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-24 |
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