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Plano, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towerview Capital, Llc | Plano | TX | 10/2016 | Present |
| Vmg Health | Dallas | TX | 07/2014 | 09/2016 |
| Altium Llc | Frisco | TX | 01/2019 | Present |
1. the name of the other business: Altium 2. whether the business is investment-related: No 3. the address of the other business: 2601 Network Blvd, Suite 330, Frisco, TX 75034 4. the nature of the other business: Software 5. your position, title, or relationship with the other business: Senior Business Analyst 6. the start date of your relationship: 1/1/2019 7. the approximate number of hours/month you devote to the other business: 160 hour per month 8. the number of hours you devote to the other business during securities trading hours: 3 hours per day 9. and briefly describe your duties relating to the other business: Determine the calculation for key performance metrics and provide these calculated metrics for the executive team.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
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