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5500 Preston Road Suite 250, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-21 |
Branch Locations
5500 Preston Road Suite 250, 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 |
|---|---|---|---|---|
| U.S. Trust, Bank Of America Private Wealth Management | Fort Worth | TX | 10/2012 | 10/2017 |
| Td Ameritrade, Inc. | Fort Worth | TX | 10/2017 | 07/2019 |
| Frost Brokerage Services | Forth Worth | TX | 07/2019 | 09/2021 |
| Frost Bank | Fort Worth | TX | 07/2019 | 09/2021 |
| Tolleson Private Wealth Management, Lp | Dallas | TX | 09/2021 | Present |
C&B Management Partners- 7125 Haverford Road Dallas, Texas 75214; Duties include owner of travel agent business that sells guided bike tours, non-investment related; 6-10 hours dedicated to this OBA each month, 1-5 of those during business hours; compensation received The Church of Jesus Christ of Latter Day Saints- 1801 Bennett Ave, Dallas, Texas 75206; Responsibilities include: Bishopric First Counselor, provide support to the Bishop in charge of the local unit of the church, assist in overall leadership of the local unity by speaking, conducting meetings, staff volunteer assignments, collecting donations, co-signing checks, no investment related duties, no fundraising expectations, 11-20 hours per month dedicated to this OBA, 1-5 of those hours are during business hours; no compensation received.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-27 |
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