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2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | West Chester | PA | 09/2009 | 05/2019 |
| Chemung Canal Trust Company | Elmira | NY | 05/2019 | 08/2019 |
| Veery Capital, Llc | Wilmington | DE | 10/2019 | 04/2022 |
| Veery Capital, Llc | Wilmington | DE | 04/2024 | 04/2025 |
| Hirtle, Callaghen & Co | Conshohocken | PA | 04/2022 | 05/2023 |
| Gds Wealth Management | Flower Mound | TX | 04/2025 | Present |
| West Chester University Of Pennsylvania | West Chester | PA | 08/2015 | 05/2019 |
| N/A | West Chester | PA | 05/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
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