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1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-16 |
Branch Locations
1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc | Salt Lake City | UT | 11/2005 | 09/2022 |
| Fidelity | Salt Lake City | UT | 11/2005 | 09/2022 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2008 | 09/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 11/2022 | 05/2025 |
| Commerce Street Capital, Llc | Dallas | TX | 06/2025 | Present |
| Commerce Street Investment Management | Dallas | TX | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-14 |
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