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4701 W. Lovers Lane, Dallas, TX 75209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource Wealth Management | Mckinney | TX | 02/2011 | 05/2017 |
| Mcelhenny Sheffield Capital Management, Llc | Dallas | TX | 05/2017 | Present |
Engaged as a self-employed life and health insurance agent since April 1976. Work is done from personal residence in Melissa, Texas. The work done is not investment-related. Approximately 25 hours per month are devoted to this work with approximately 1-4 of those hours per month occurring during securities trading hours. Responsibilities include insurance sales. Also, operating out of personal residence, owns rental real estate properties which is not investment-related. Approximately 5 hours per month are devoted to this work generally outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-11 |
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