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12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1998-04-22 |
Branch Locations
12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Financial Group, Inc | Fort Worth | TX | 05/2006 | 04/2020 |
| Capital Ideas Inc | Dallas | TX | 04/1995 | Present |
| Rhodes Securities, Inc. | Fort Worth | TX | 04/2020 | Present |
| Bearing Financial Advisors, Llc | Austin | TX | 08/2022 | Present |
1. Capital Ideas Inc., President, Investment Advisor Representative, started in April 1995 minority shareholder Dec 2022. 2. Alpha Capital Dallas LLC, minority owner, started in December 2021. 3. Rhodes Securities, Inc. (Member FINRA/SIPC), Registered Representative, started in April 2020. 4. Alliance Financial Holdings LLC (Holding Company) April 2020 5. Bearing Financial Advisors, LLC (TX IA Firm) acting as CCO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-10 |
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