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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
14755 Preston Rd Suite 700, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Air Force Reserve | Fort Worth | TX | 09/2002 | 04/2023 |
| Edward Jones | St Louis | MO | 03/2014 | 06/2018 |
| Ameriprise Financial Services Inc | Richardson | TX | 06/2018 | 12/2018 |
| Fisher Investments | Plano | TX | 01/2019 | 03/2022 |
| Mai Capital Management Llc | Fort Worth | TX | 08/2022 | 12/2023 |
| Calamos Wealth Management Llc | Naperville | IL | 02/2024 | 11/2025 |
| Hightower Advisors, Llc. | Chicago | IL | 03/2026 | Present |
| Sabbatical | Fort Worth | TX | 12/2025 | 03/2026 |
OBA Name: Fort Worth Scottish Rite. Role: Investment Committee Member. Duties: I will serve on the Investment Committee of the Fort Worth Scottish Rite Foundation. A 501(c)(3) organization. The Committee’s responsibility is to select an investment manager for the Foundation’s principal investment accounts. The Committee is also responsible for the adoption of an investment policy for the financial assets of the Cooke Legacy fund of the Foundation. The Cooke Legacy Fund is approximately $317,000. The Foundation’s principal investments account are approximately $5,000,000. Investment related. Time spent: approximately 1-2 hours per month outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
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