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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
Branch Locations
8411 Preston Road Suite 700, Dallas, TX 75225 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Capital Management, Inc. | Dallas | TX | 02/2016 | 04/2020 |
| Fsc Securities | Dallas | TX | 08/2020 | 01/2023 |
| Dbt Wealth Consultants | Dallas | TX | 09/2020 | 04/2021 |
| Brennan Financial Services | Dallas | TX | 05/2020 | 04/2021 |
| Fsc Securities | Dallas | TX | 05/2020 | 01/2023 |
| Bfs Advisory Group, Llc | Dallas | TX | 04/2021 | 01/2023 |
| Hightower Advisors, Llc | Dallas | TX | 01/2023 | Present |
The Dallas Foundation's Professional Advisor Advisory Council; Investment Related - No; Dallas, TX; Council Member; Start Date - 02/2025Approximately 2 hours per month with 0 hours during securities trading hours; Participate in four meetings and social events annually to network, learn, and sharing of best practices with other members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-20 |
| S66 | Uniform Combined State Law Examination | 2009-06-15 |
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