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Current Employers
Grant Thornton Financial Advisors Llc

500 N. Akard Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-11-14
NY RA APPROVED 2021-06-22
TX RA APPROVED 2014-07-24
NC RA APPROVED 2014-07-11
  • MO RA
    APPROVED
    Since 2023-11-14
  • NY RA
    APPROVED
    Since 2021-06-22
  • TX RA
    APPROVED
    Since 2014-07-24
  • NC RA
    APPROVED
    Since 2014-07-11

Branch Locations

500 N. Akard Suite 1200, Dallas, TX 75201 • United States

1717 Main Street, Suite 1500, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Thornton Llp Dallas TX 06/2007 05/2024
Grant Thornton Financial Advisors Llc Dallas TX 07/2014 Present
Grant Thornton Advisors Llc Dallas TX 06/2024 Present
Other Businesses

Grant Thornton LLP; Not investment related; 171 N. Clark St. #200, Chicago, IL 60601; Audit, tax and advisory services firm; Principal, 06/04/2007, approximately 120 hours per month of other business, approximately 90 hours per month of other business during securities trading hours; other business duties include valuation of business and business interests including equity interests, liabilities and debt, options and derivatives, intellectual property, and other tangible and intangible assets for a variety of purposes including financial consulting, board advisory, litigation support, and financial reporting.

Designations

View on SEC IAPD

Other Firms

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Other Offices

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