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5500 Preston Road Suite 250, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-18 |
Branch Locations
5500 Preston Road Suite 250, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tolleson Private Wealth Management | Dallas | TX | 03/2022 | Present |
| Ubs Financial Services | Dallas | TX | 02/2016 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-09 |
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