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2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-05 |
Branch Locations
2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True North Advisors | Dallas | TX | 07/2018 | 04/2023 |
| Southern Methodist University | Dallas | TX | 08/2013 | 05/2017 |
| The University Of Texas At Austin | Austin | TX | 07/2017 | 05/2018 |
| Quadcap Wealth Management | Frisco | TX | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-03 |
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