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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
| NC | RA | APPROVED | 2022-03-29 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Matthews, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | New York | NY | 10/2006 | 05/2020 |
| Three Bell Capital Llc | Matthews | NC | 05/2020 | Present |
SKS Ventures LLC; Investment-related; Charlotte, NC; Affiliation started 03/20/2017; Title: Founder; Duties: Personal business for investment purposes; No time is devoted to the business each month during securities trading hours; 12 hours are devoted to the business each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-02 |
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