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Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tocqueville Asset Management | Vero Beach | FL | 01/2022 | 07/2022 |
| Ciera Bank | Fort Worth | TX | 02/2021 | 12/2021 |
| Breach Inlet Capital | Dallas | TX | 05/2019 | 01/2021 |
| University Of Texas At Arlington | Arlington | TX | 08/2018 | 12/2020 |
| Askeladden Capital | Trophy Club | TX | 08/2022 | Present |
| Coffeyville Community College | Coffeyville | KS | 08/2016 | 05/2018 |
| Atai Capital Management Llc | Bedford | TX | 07/2022 | Present |
Askeladden Capital, investment-related, 14 Sunrise Ct Trophy Club, TX 76262, Investment Adviser Firm, Contractor, 08/2022, 25 hours per month, 25 hours per month, research specific companies, industries, and trends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-22 |
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