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2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cavanal Hill Investment Management, Inc | Tulsa | OK | 08/2024 | 07/2026 |
| Bok Financial | Tulsa | OK | 12/2021 | 08/2024 |
| The University Of Tulsa | Tulsa | OK | 08/2018 | 08/2022 |
| Grant Thorton | Tulsa | OK | 06/2021 | 08/2021 |
| The Container Store | Coppell | TX | 05/2020 | 08/2020 |
| The Container Store | Coppell | TX | 05/2019 | 08/2019 |
| Raising Canes | Flower Mound | TX | 06/2018 | 08/2018 |
| Edward S. Marcus High School | Flower Mound | TX | 08/2014 | 05/2018 |
| Texas Capital Bank | Dallas | TX | 07/2026 | Present |
| Texas Capital Bank Private Wealth Advisors | Dallas | TX | 07/2026 | Present |
SOCCER REFEREE; NOT INVESTMENT RELATED; NOT DURING TRADING HOURS; NATURE OF BUSINESS: OFFICIATING SOCCER MATCHES AT THE COLLEGIATE AND SEMI-PRO LEVEL. RELATIONSHIP: INDEPENDENT CONTRACTOR; START DATE 01/2012; HOURS PER MONTH: UP TO 100 HOURS PER MONTH. DUTIES: TRAVEL TO MATCHES, FOLLOW REQUIRED FITNESS TRAINING, COMPLETE ADDITIONAL CLASSROOM SESSIONS AND OFFICIATE MATCHES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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