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7001 Preston Road Suite 405, Dallas, TX 75205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-22 |
Branch Locations
7001 Preston Road Suite 405, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthmark Group | Dallas | TX | 03/2015 | 09/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2017 | Present |
| Northwestern Mutual Investment Services Llc | Irving | TX | 01/2018 | Present |
| Lee Financial | Dallas | TX | 08/2019 | 01/2022 |
| Lee Financial | Dallas | TX | 01/2020 | 03/2022 |
| Burford Caudle Family Capital | Dallas | TX | 03/2022 | Present |
Bookkeeping for LRSC Property LTD (family owned business) Nature of Biz: Commercial Office Building - Leasing/Managing Investment Related: No Located: Frisco Texas Start: 01/01/2022 Hours: .5/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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