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Charles Lee Hodge

Fiduciary Consulting Group

Dallas, TX

Greenwood Village, CO

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Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-25
  • TX RA
    APPROVED
    Since 2024-06-25

Branch Locations

8951 Cypress Waters Blvd, Dallas, TX 75019 • United States

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milliman Advisors, Llc Dallas TX 09/2000 12/2023
Cook Street Consulting, Inc. Dallas TX 12/2023 Present
Morgan Stanley Institutional Investment Advisors Llc Dallas TX 06/2024 Present
  • 09/2000 → 12/2023
    Milliman Advisors, Llc
    Dallas, TX
  • 12/2023 → Present
    Cook Street Consulting, Inc.
    Dallas, TX
  • 06/2024 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Dallas, TX
Previous Registrations
  • 2024-02-14 → 2024-07-16
    Cook Street Consulting, Inc.
    Greenwood Village, CO
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-18
S65 Uniform Investment Adviser Law Examination 1997-03-10
  • S63 Uniform Securities Agent State Law Examination
    1999-06-18
  • S65 Uniform Investment Adviser Law Examination
    1997-03-10
Other Names
  • Chales Lee Hodge

View on SEC IAPD

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OPENAIR FINANCIAL, LLC · Dallas, TX
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