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2200 Ross Avenue, 31St Floor, Dallas, TX 75201-2761 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-10 |
Branch Locations
2200 Ross Avenue, 31St Floor, Dallas, TX 75201-2761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Holdings Group | Dallas | TX | 03/2008 | 10/2023 |
| Barrow Hanley Global Investors | Dallas | TX | 10/2023 | Present |
Chief Financial Officer for PECB, LLC, a small real estate partnership in Norman, OK that was incorporated in August 2023. Duties are primarily related to financing single family real estate investment properties in the Norman area. He spend less than 2hrs per month. The portfolio currently consists of one rental property.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-09-29 |
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