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1200 Summit Ave Suite 502, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-25 |
Branch Locations
1200 Summit Ave Suite 502, Fort Worth, TX 76102 • United States
675 Rice Road, Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Morrison Firm | Tyler | TX | 10/2017 | Present |
| Trust Land Office | Anchorage | AK | 10/2011 | 10/2017 |
| Lpl Financial Llc | Tyler | TX | 08/2022 | Present |
| Thirteen Twenty-Two Advisors | Tyler | TX | 01/2026 | Present |
1- 01/29/2026 - Oasis South - Real Estate Rental - Owner - Investment Related - Tyler, TX - Start Date 01/01/2022 - 0 hours per month/ during trading 2- 01/29/2026 - Pine Curtain Capital - Real Estate Rental - Owner - Investment Related - Tyler, TX - Start Date 01/01/2019 - 0 hours per month/ during trading 3- 01/29/2026 - Bergen Capital - Real Estate Rental - Owner - Investment Related - Tyler, TX - Start Date 01/01/2018 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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