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Madison Jordon Wallace

Bentoak Capital

Weatherford, TX

Fort Worth, TX

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Current Employers
Bentoak Capital

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-12-04
  • TX RA
    APPROVED
    Since 2019-12-04

Branch Locations

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

5000 Overton Plaza Suite 110, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Snow Garrett Wealth Management Lubbock TX 01/2018 04/2018
Snow Garrett Wealth Management Fort Worth TX 04/2018 01/2020
Texas Tech University Lubbock TX 06/2014 12/2017
Snow Garrett Wealth Management Weatherford TX 05/2017 08/2017
Lpl Financial/Snow Garrett Wealth Management Fort Worth TX 05/2019 06/2019
Lpl Financial, Llc Fort Worth TX 08/2019 12/2024
Lpl Financial Llc Ft. Worth TX 05/2017 08/2019
Garrett Wealth Advisory Group Fort Worth TX 11/2019 Present
Bentoak Capital Fort Worth TX 01/2020 Present
  • 01/2018 → 04/2018
    Snow Garrett Wealth Management
    Lubbock, TX
  • 04/2018 → 01/2020
    Snow Garrett Wealth Management
    Fort Worth, TX
  • 06/2014 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 05/2017 → 08/2017
    Snow Garrett Wealth Management
    Weatherford, TX
  • 05/2019 → 06/2019
    Lpl Financial/Snow Garrett Wealth Management
    Fort Worth, TX
  • 08/2019 → 12/2024
    Lpl Financial, Llc
    Fort Worth, TX
  • 05/2017 → 08/2019
    Lpl Financial Llc
    Ft. Worth, TX
  • 11/2019 → Present
    Garrett Wealth Advisory Group
    Fort Worth, TX
  • 01/2020 → Present
    Fort Worth, TX
Other Businesses

1.) 10/03/2022 - Texas Tech University Personal Financial Planning Alumni Advisory Board - Not Investment Related - Non-Profit Board Member - 2 hours per month during trading hours; 2 hours/month outside trading hours. 4.) 09/10/2024 - Fairway to Heaven; Board Member; Non Investment Related; 4816 Bryant Irvin Court Fort Worth TX 76107; Description: Fairway to Heaven raises funds by hosting golf tournaments in order to benefit other 501(c)3 organizations that focus on benefiting children.; Responsibilities Duties: Attend quarterly board meetings, help select the annual charity recipient, and help plan/host the golf tournament in October.; Start date: 2024-05-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Website address: https://fairwaytoheaven.org/#:~:text=Fairway%20to%20Heaven%20is%20a,organizations%20in%20Tarrant%20County%2C%20Texas.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-14
  • S66 Uniform Combined State Law Examination
    2019-11-14
Designations
Other Names
  • Madison Wallace

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