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3710 Rawlins Street Suite 960, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
3710 Rawlins Street Suite 960, Dallas, TX 75219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bruno Restaurant Group, Llc | Baton Rouge | LA | 07/2008 | 10/2020 |
| Five Keys Us Llc | Dallas | TX | 09/2021 | Present |
| Five Keys Private Advisors Llc | Dallas | TX | 10/2024 | Present |
| Kennedy Private Client Services Llc | Dallas | TX | 12/2020 | 12/2021 |
the name of the other business - Village Way Financial LLC whether the business is investment-related - NO the address of the other business - 18442 W Village Way Dr, Baton Rouge, LA 70810 the nature of the other business - Accounting Services your position - Passive Owner title, or relationship with the other business - Passive - only an owner/partner the start date of your relationship - LLC created in January 2022 the approximate number of hours/month you devote to the other business - 0 the number of hours you devote to the other business during securities trading hours - 0 and briefly describe your duties relating to the other business - None - just an investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
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