5500 Preston Road, Suite 250, Dallas, TX, 75205
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey owns and manages residential rental properties through 3D Equity, dedicating minimal time to this activity. He also serves on the Investment Committee for the Dallas Children's Advocacy Center, providing oversight of the foundation portfolio, also dedicating minimal time.