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8333 Douglas Ave Suite 1450, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-04 |
Branch Locations
8333 Douglas Ave., Suite 1365, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Dallas | TX | 10/2010 | 07/2018 |
| J.P. Morgan Securities Llc | Dallas | TX | 10/2008 | 07/2018 |
| Wildcat Touring Llc. | Dallas | TX | 01/2015 | Present |
| Meregrass Inc. | Dublin | TX | 04/1992 | Present |
| Smith Capital Markets, Llc | Dallas | TX | 07/2018 | Present |
| Quahadi Holdings, Llc | Dallas | TX | 07/2018 | Present |
| Duration Asset Management, Llc | Dallas | TX | 08/2018 | Present |
Entity Name: 75 Callejon De La Alegria Investment related: Yes Address: 75 San Lucas, Mexico Nature of the other business: vacation rental home Position/Title/Relationship: Sole Proprietor Start Date: 07-Nov-2003 Approximate # of hours a month: ZERO Approximate # of hours during securities trading hours: ZERO Briefly describe your duties: owner no responsibilities PRESIDENT OF MEREGRASS, INC., A SUB-S CORP., ENGAGED IN AIRCRAFT LEASING; Entity Name: Texas Health Resources (THR) Investment related: Yes Address: 612 Arlington, TX Nature of the other business: THR is one of the largest non-profit health organizations in the US, operating 25 hospitals in north Texas. Position/Title/Relationship: Other Start Date: 03-Sep-2013 Approximate # of hours a month: approximately 10 hours per calendar quarter Approximate # of hours during securities trading hours: 2 hours per quarter Briefly describe your duties: member of the Investment Committee ENTITY NAME: WILDCAT TOURING LLC INVESTMENT RELATED: NO ADDRESS: 4033 GRASSMERE DALLAS, TX 75205 NATURE OF THE OTHER BUSINESS: AIRCRAFT CHARTER OPERATOR POSITION/TITLE/RELATIONSHIP: SOLE PROPRIETOR (OWNER OF 100% OF THE BUSINESS) START DATE: 01-JAN-2015 APPROXIMATE # OF HOURS A MONTH: 10 HOURS/MONTH APPROXIMATE # OF HOURS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES: OWNER - CHARTER AIRCRAFT COMPANY - PASSIVE INVOLVEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-29 |
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