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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-21 |
Branch Locations
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belmont Capital Advisors | Belmont | NC | 09/2022 | Present |
| Coppell Advisory Solutions | Coppell | TX | 04/2024 | Present |
| Zebra Home Solutions | Charlotte | NC | 09/2016 | Present |
| Siemens Energy | Charlotte | NC | 03/2006 | 09/2016 |
1) Manager of Zebra Home Solutions since September 2016, 85% owner in which the business buys an dsells real estate. Business is active but has not held real estate since 2021. 0 hours/mth 2) Manager of Zebra.com since January 2019, 85% owner in which business holds 1 commercial property, 10hrs/mth 3) Manager of Zebra Res1 since September 2018, single member LLC which holds 2 residential single family properties, 5hrs/month 4) Manager of ZMed SWA since February 2020, single member LLC which holds 25% equity stake in 1 commercial property, 2 hours/month 5) Belmont Capital Advisors, insurance agent, 2 hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-11 |
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