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12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-22 |
Branch Locations
109 North Arthur Ave. Suite 205, Pocatello, ID 83204 • United States
12720 Hillcrest Rd Suite 910, Dallas, TX 75230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | Houston | TX | 04/2012 | 07/2017 |
| Edward Jones | Pocatello | ID | 05/2019 | 11/2019 |
| Atlas Infrastructure | London | 07/2017 | 12/2018 | |
| Capital Ideas, Inc. | Dallas | TX | 04/2024 | Present |
| Vektor Investment Group, Llc | Houston | TX | 02/2006 | Present |
| Principal Street Partners | Memphis | TN | 12/2019 | 08/2024 |
| Jjj Cube 88 Publishing Llc | Pocatello | ID | 10/2023 | Present |
1. Vektor Investment Group, LLC; not investment-related; real estate; Managing Partner; 2/2006 start date; 1 hr/month; selling off the lots. 2. JJJ Cube 88 Publishing LLC; not investment-related; 10/2023 start date; book publishing; 1 hr/quarter.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-25 |
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