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13140 Coit 115, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-07-30 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shade Tree Partners Llc | Dallas | TX | 07/2009 | Present |
SHADE TREE PARTNERS LLC, INVESTMENT RELATED, INVESTMENT ADVIOSRY TO QUALIFIED PLANS, PARTNER, JULY 2009, 10 HOURS PER WEEK, 1-2 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1979-06-27 |
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