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Mckinney, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
Branch Locations
208 S Johnson Street Suite 101, Mckinney, TX 75069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marist College | Poughkeepsie | NY | 02/2017 | 02/2018 |
| Citigroup | New York | NY | 06/2017 | 08/2017 |
| Citigroup | New York | NY | 07/2018 | 06/2022 |
| Marist College | Poughkeepsie | NY | 02/2018 | 05/2018 |
| Marist College | Poughkeepsie | NY | 09/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Southlake | TX | 06/2022 | 06/2024 |
| Bank Of America, N.A. | Southlake | TX | 07/2022 | 06/2024 |
| Peak American Investment Advisors, Inc. | Plano | TX | 07/2024 | 07/2025 |
| Csenge Advisory Group, Llc | Clearwater | FL | 10/2025 | 02/2026 |
| Legacy Folios | Mckinney | TX | 03/2026 | Present |
Name: Goldlake Capital Partners, Investment Related? Yes Address: 4341 Horizon N Parkway, Apt 435, Dallas, TX 75287 Nature: Doing Business As Title: Chief Risk Officer Full Time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-08 |
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