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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-09-28 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
7001 Preston Rd Suite 300, Lb 32, Dallas, TX 75205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Independent Network Inc. | Dallas | TX | 09/2011 | Present |
1] Retina Foundation of the Southwest, Non-Investment Related, 9600 N. Central Expressway #200, Dallas, TX 75231, Not For Profit/Charity, Board Member, 02/09/2026 Start Date, 3 hrs/mo non-business, 1 hrs/mo trading hours, Volunteer Board Member - Development Committee member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
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