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5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
5001 Spring Valley Rd Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mimmj Holdings Dba Castleview Advanced Planning "Cap" | Dallas | TX | 08/2021 | Present |
| Cain Watters & Associates | Plano | TX | 07/2020 | 08/2021 |
| Mass Mutual | Dallas | TX | 03/2020 | 07/2020 |
| Southern Methodist University | Dallas | TX | 05/2019 | 03/2020 |
| Baylor University | Waco | TX | 08/2014 | 05/2019 |
| Price Waterhouse Coopers "Pwc" | Tulsa | OK | 06/2018 | 08/2018 |
| Org Wealth Partners | Dallas | TX | 07/2024 | Present |
| Org Partners Asset Management | Dallas | TX | 11/2024 | Present |
Part-time tennis coach for ama landscape and design. $20,000 compensation per year and not investment related. Address: P.O. Box 463, Prosper, TX. 75078. No time during trading hours is spent on this activity and 16 hours per month spent total.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-19 |
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