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17304 Preston Road Suite 800, Dallas, TX 75287 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
17304 Preston Road Suite 800, Dallas, TX 75287 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riverfront Investment Group | Richmond | VA | 08/2015 | 03/2020 |
| Riverfront Investment Group | Richmond | VA | 04/2020 | 12/2021 |
| Riverfront Investment Group, Llc | Richmond | VA | 01/2022 | 11/2023 |
| Symphony One Capital Management, Llc | Dallas | TX | 12/2023 | Present |
Magnolia Realty Solutions and WSH Investments, investment related, 4351 Highlander Dr Dallas TX 75287. Local real estate investment companies, Owner, start date: 12/2015, approximately 20 hours per month spent; try to avoid working on this venture during trading hours but an estimate is 5 hours per month. Select and monitor real estate investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-23 |
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