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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
7001 Preston Rd Suite 300, Lb 32, Dallas, TX 75205 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Dallas | TX | 04/2011 | 08/2017 |
| Hilltop Securities Inc. | Dallas | TX | 08/2017 | 02/2024 |
| Momentum Independent Network | Dallas | TX | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-11 |
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