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5550 Granite Parkway #170, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Helping Hand Ria, Llc | Plano | TX | 07/2024 | Present |
| Smd Consulting And Accounting | Plano | TX | 06/2015 | 09/2018 |
| Capital One | Plano | TX | 09/2018 | 03/2024 |
| N/A | Plano | TX | 03/2024 | 07/2024 |
| Verily | Dallas | TX | 09/2024 | Present |
1) Broken Bow Family Cabins, LLC, Not Investment Related, Real Estate Rentals, Manager, Start Date 07/01/2021, 12 hours per month devoted, 0 hours per month devoted during securities trading, short term rental management 2) Verily, Dallas, TX, Not Investment Related, life-sciences and health-tech company, Start Date 09/2024, Associate, 167 hours per month devoted, 133 hours per month devoted during securities trading 3) X-Man Investments, LLC, Not Investment Related, Holding Company, Passive Investor, starting in 2025, 0 hours per month devoted, 0 hours per month devoted during securities trading, Passive investor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-02 |
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