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2905 Maple Ave., Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Inc. | Plano | TX | 10/2014 | 07/2018 |
| First Dallas Securities, Inc. | Dallas | TN | 08/2018 | Present |
Tinderwealth; Non Investment-Related; Wilmington, DE; Startup internet advisor working on an app to connect advisors to clients and provide app users with the ability to open accounts with a custodian and invest in portfolios managed by an advisor. Independent Contractor; 05/2024; Approximately 4-12 hours/month after an initial 40 hours to draft documents; Approximately 3 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-31 |
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