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3838 Oak Lawn Ave Suite 1000, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-08-12 |
Branch Locations
3838 Oak Lawn Ave Suite 1000, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Service Academy Capital Management Llc | Dallas | TX | 06/2024 | Present |
| Unemployed | Palos Verdes Estates | CA | 04/2024 | 06/2024 |
| Cerity Partners | Fort Worth | TX | 01/2024 | 04/2024 |
| Unemployed | Palos Verdes Estates | CA | 01/2014 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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