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5500 Preston Road Suite 250, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-20 |
Branch Locations
5500 Preston Road Suite 250, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Dallas | TX | 08/2013 | 07/2019 |
| Tolleson Private Wealth Management, Lp | Dallas | TX | 07/2019 | Present |
Parkland Health Foundation Gift Planning Council- 1341 W. Mockingbird Lane, Suite 1100E Dallas, Texas 75247- Duties include-council member, attend 2-3 speaker events during the year, The Gift Giving Council engages community members with the purpose of educating and spreading awareness the foundation's overall work in the community; no investment or other financial responsibilities; no compensation received for this position, voluntary position; 1-5 hours dedicated to this OBA, none of which are during business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-10 |
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