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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-17 |
Branch Locations
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities | Dallas | TX | 11/2008 | 09/2019 |
| True North Advisors Llc | Dallas | TX | 09/2019 | Present |
1) Crewse Law Firm, Not investment-related. 5546 Goodwin Ave. Dallas, TX 75206, Nature of business: Commercial litigation representation, Position: Employee, Start date: 2/4/2021, Spend 1-5 hours per month all during trading hours. Duties: Referrals when warranted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-30 |
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