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17 Cowboys Way, Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 09/2016 | 02/2018 |
| Multiview | Irving | TX | 05/2018 | 08/2023 |
| Shared Sweeps | Dallas | TX | 08/2023 | 11/2023 |
| Five Star Global | Dallas | TX | 03/2024 | 12/2025 |
| Cain Watters & Associates | Frisco | TX | 01/2026 | Present |
| Unemployed | Dallas | TX | 11/2023 | 03/2024 |
McKelvy Properties LLC. This company was created to hold and manage a rental property for investment purposes. 5473 Blair Rd, STE 100, Dallas, TX 75231. Registered agent for the business and the 50% owner and cofounder with spouse, Layne McKelvy. The business was created 11/10/2025, and 2 hours a month is spent on this business. No hours are devoted to this business during securities trading hours outside of rare situations where there is an emergency. Rent is collected, vendors are coordinated, bookkeeping, relationship management with tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
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