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200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Dallas | TX | 10/2015 | 09/2016 |
| Raymond James & Associates, Inc. | Dallas | TX | 09/2016 | 05/2021 |
| Grey Rock Asset Management, Llc | Dallas | TX | 05/2021 | 08/2025 |
| Westwood Wealth Managment | Dallas | TX | 08/2025 | Present |
| Salient Capital, Lp | Dallas | TX | 08/2025 | Present |
1) Westwood Management Corp.; Investment Related; Dallas, TX; Associate Vice President, Associate Wealth Advisor; Start 08/2025, full time employment with Westwood Management Corp.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-07 |
| S66 | Uniform Combined State Law Examination | 2013-11-27 |
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