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1920 Mckinney Ave, 7Th Floor, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-29 |
Branch Locations
1920 Mckinney Ave, 7Th Floor, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Airstudio, Inc. | Dover | DE | 06/2024 | Present |
| Streamyard, Inc. | Wilmington | DE | 03/2020 | 04/2024 |
| Keller Williams Realty | Portland | OR | 03/2016 | 05/2020 |
| Vestie, Inc. | Dallas | TX | 06/2025 | Present |
Name of other business: AirStudio, Inc. Is the business investment-related? No Address: 1111b South Governors Ave STE 21138 Dover, DE 19904 Nature of the business: Early-stage software company developing live-streaming tools (not investment-related) Position and Title: Head of Operations Start date of relationship: July, 2024 Approximate hours/month devoted: ~40 hours/month (primarily evenings and weekends) Hours during securities trading hours: ~5-10 hours/month Compensation: I am not paid a salary for this role. Brief description of duties: My responsibilities are limited to administrative functions, including bookkeeping, payroll, and HR for a small team. I do not perform any investment-related activities, client advisory services, or trading functions. My involvement is strictly operational and does not overlap with my compliance obligations as an investment adviser representative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-29 |
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