Best Investors Account Sign in
Inactive

Dana Blair Baker

9823 Capital, LP

Dallas, TX

Precept Management, LLC

Dallas, TX

Claim This Profile
Current Employers
9823 Capital, Lp

2323 Cedar Springs Road Suite 320, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-06
  • TX RA
    APPROVED
    Since 2023-01-06

Branch Locations

2323 Cedar Springs Road Suite 320, Dallas, TX 75201 • United States

Precept Management, Llc

2323 Cedar Springs Road Suite 320, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1999-10-20
  • TX RA
    APPROVED
    Since 1999-10-20

Branch Locations

200 Crescent Court Suite 1450, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Precept Capital Management, L.P. Dallas TX 02/1998 Present
White Star Capital, L.P. Dallas TX 05/2005 Present
  • 02/1998 → Present
    Precept Capital Management, L.P.
    Dallas, TX
  • 05/2005 → Present
    White Star Capital, L.P.
    Dallas, TX
Previous Registrations
  • 2005-11-07 → 2007-09-14
    White Star Capital, L.P.
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-09-27
  • S63 Uniform Securities Agent State Law Examination
    1999-09-27

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor