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8226 Douglas Avenue Suite 650, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
8226 Douglas Avenue Suite 650, Dallas, TX 75225 • United States
1295 Cornwall Road Unit A3, Oakville L6J7T5 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellwether Investment Management | Vancouver | 02/2024 | Present | |
| Dixon Mitchell Investment Counsel | Vancouver, Bc | 11/2019 | 02/2024 | |
| Cibc Wood Gundy | Vancouver | 11/2013 | 11/2019 | |
| Promus Asset Management Llc | Dallas | TX | 07/2024 | Present |
Bellwether Investment Management Inc., investment-related; 1295 Cornwall Road, Unit A3, Oakville, Ontario Canada, L6J7T5; Investment adviser services; Financial Advisor, varied number of hours; advisory activities. University Women's Club of Vancouver, a sisterhood / social club, 1489 McRae Ave, Vancouver, BC V6H1V1, Finance Committee member at large since 2018, 3 hours per month none during trading hours, advisory capacity only, they are not a client. CMT Association, Board Member (voting rights), 115 Broadway, FI. New York, NY 10006 USA, Effective July 1, 2025, 3 hours per week, no conflict of interest.
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