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5956 Sherry Ln Suite 2000, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landlord -- Manage Personal Rental Properties | Dallas | TX | 08/2000 | Present |
| Ameriprise Financial Services, Inc. | Dallas | TX | 08/2014 | 11/2018 |
| Integrity Private Wealth Advisors, Llc | Dallas | TX | 11/2018 | Present |
Real Estate Ownership; Single Family; Dallas, TX 75206; Investment Related; March 1994/ Single Family; Dallas, TX 75214; Investment Related; May 1995/ Multi-Family; Dallas, TX 75214; Investment Related; June 1998/ condo; Dallas, TX 75205; Investment Related; Oct 2012/ condo; Dallas, TX 75205; Investment Related; Sept 2008/ condo; Dallas, TX 75205; Investment Related; May 2009.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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