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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-02 |
Branch Locations
312 Railroad Avenue Suite 201, Danville, CA 94526 • United States
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Investment Partners Llc | Danville | CA | 09/2018 | 07/2025 |
| Unemployed | Alamo | CA | 03/2018 | 09/2018 |
| Aptigon Capital, Citadel Llc | San Francisco | CA | 08/2016 | 03/2018 |
| True North Advisors, Llc | Dallas | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-31 |
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