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Preston Smith Lane

Mcgowan Group Asset Management, Inc.

Dallas, TX

CRD 7557442

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Employer firm

Mcgowan Group Asset Management, Inc. CRD 154127

$1.08B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Mcgowan Group Asset Management, Inc.

300 Crescent Court #1776, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-09
  • TX RA
    APPROVED
    Since 2022-06-09

Branch Locations

300 Crescent Court #1776, 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
Lucky Dog Barkery Dallas TX 02/2016 12/2018
Student Lubbock TX 08/2018 05/2022
Mcgowangroup Asset Management Dallas TX 05/2022 Present
Highland Park Hs Highland Park TX 08/2013 05/2018
  • 02/2016 → 12/2018
    Lucky Dog Barkery
    Dallas, TX
  • 08/2018 → 05/2022
    Student
    Lubbock, TX
  • 05/2022 → Present
    Mcgowangroup Asset Management
    Dallas, TX
  • 08/2013 → 05/2018
    Highland Park Hs
    Highland Park, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-09
  • S65 Uniform Investment Adviser Law Examination
    2022-06-09

View on SEC IAPD

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