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5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Investment Advisors, Inc | Fresno | CA | 08/2017 | 12/2024 |
| Texas Financial Resources | Plano | TX | 08/2016 | 12/2024 |
| Tfr Capital | Plano | TX | 11/2024 | Present |
1) United Sports Officials; Youth Sports Officiating; not investment-related; Baseball Umpire; Officiate youth baseball games; 2018; 10-20 hours/month in the spring and fall; none during trading hours. 2) Princeton Economic Development Corporation; 2000 E Princeton Dr., Princeton, TX 75407; Community Economic Development; not investment-related; Vice Chair of Board of Directors; Work with the city council and city staff to further economic development within the city; 07/2023; 2-3 hours monthly; none during trading hours. General Life Agent; 5801 Tennyson Parkway Ste 150, Richardson, TX; Life Insurance; not investment-related; Licensed agent; Assess need and present solutions for life insurance; 10/2020; 2 - 5 hours quarterly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
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