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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-28 |
Branch Locations
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Country Family Practice Pa | Southlake | TX | 06/1993 | 09/2021 |
| Retired | Colleyville | TX | 09/2021 | 06/2022 |
| Tyler Wealth Management Llc | Southlake | TX | 06/2022 | 11/2024 |
| Aspen Creek Management, Llc | Southlake | TX | 11/2024 | Present |
1)Life Insurance Agent; South Lake, TX; September 2021; 1 to 9 hours per month; 1 to 9 hours per month during trading hours; sell life insurance policies 2) Aletheia Investments; Partner; Colleyville, TX; Investment Related; Family Partnership, Investment Related; April 2015; 1 to 5 hours per month; 1 to 5 hours per month during trading hours; hospital building investment 3) Xaris Management LLC; President; Colleyville, TX; Xaris is General Partner of Dotti Investments LTD; Investment Related; May 2007; 1 to 10 hours per month; 1 to 10 hours per month during trading hours; private placement investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-08 |
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