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13355 Noel Rd. Ste 1100, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principia Wealth Advisory, Llc | Dallas | TX | 07/2015 | Present |
Name of other business: Thousand Hills, LLC Investment related?: Yes Address of business: 1209 Creekfield Dr. Plano, TX 75075 Nature of business: Series LLC for investing in private businesses My position: Member Start date: 01/2019 Hours devoted: 4/month; 1/month during trading hours Duties: Source and evaluate investment opportunities for personal investment; recordkeeping Name of other business: Individual Sole Proprietor Investment related?: Yes Address of business: 4071 China Elm Dr. Dallas, TX 75212 Nature of business: Own and manage residential real estate My position: Owner/manager Start date: 10/2019 Hours devoted: 5/month; 1/month during trading hours Duties: Manage rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-29 |
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