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3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States
200 Earl Garrett Street Suite 202, Kerrville, TX 78028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Efficiency Solutions | Austin | TX | 03/2009 | 08/2018 |
| Clear Rock Advisors, Llc | Austin | TX | 12/2015 | 09/2024 |
| True North Advisors, Llc | Dallas | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-11 |
| S66 | Uniform Combined State Law Examination | 1999-08-24 |
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