TB
Thomas K. Boothe
MAIN STREET ASSET MANAGMENT
Sherman, TX 75092
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CRD#: 5643119
TB
Professional summary
Thomas Kyle Boothe is a registered financial advisor currently at MAIN STREET ASSET MANAGMENT located in Sherman, Texas.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Thomas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The information below will contain the following explanations, in the following format:
The name of the other business - Whether the business is investment-related - The address of the other business - The nature of the other business - My position, title, or relationship with the other business - The start date of my relationship with the other business - The approximate number of hours/month I devote to the other business - The number of hours/month I devote to the other business during securities trading hours - A brief description of my duties relating to the other business.
Bluestone Partners, LLC - not investment related - 4708 N FM 1417 Sherman, TX 75092 - Construction and Real Estate Services - Partner/President - 1-15-03 start date - 40 hours per month - 30 hours per month during security trading hours - Generally manage the business in multiple construction projects and real estate sales as a licensed real estate broker.
Bluestone Partners West, LLC - not investment related - 4708 N FM 1417 Sherman, TX 75092 - Construction and Real Estate Services - Partner/President - 12-15-15 start date - 5 hours per month - 0 hours per month during security trading hours - Generally manage the business in multiple construction projects
Sapphire Group, LLC - real estate investment holding company - 4708 N FM 1417 Sherman, TX 75092 - Owns multiple real estate investment properties - Chairman of the Board - 4-13-10 start date - 2 hours a month- 0 hours per month during security trading hours - Serve as the chairman of the board to help oversee real estate holdings and business operations with approximately 9 other board members
Eminent Holdings, LLC - real estate investment holding company - 4708 N FM 1417 Sherman, TX 75092 - Owns one commercial office building - Officer - 12-9-09 start date - 1 hour per month- 0 hours per month during security trading hours - Serve as an officer to oversee the real estate holding of the company with 2 other officers.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Kyle Boothe's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2009 - Present
MAIN STREET ASSET MANAGMENT
Office #1: 4708 N Fm 1417, Sherman, TX 75092RIA
CRD#: 149610
Sherman, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/7/2009)
Current Firm
MS
MAIN STREET ASSET MANAGMENT
MAIN STREET ASSET MANAGMENT | MSHC, LLC | MAIN STREET FINANCIAL
CRD#: 149610 / SEC#:
Texas
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Contact information
Main Address
4708 N Fm 1417, Sherman, TX 75092
Mailing Address
Po Box 368, Sherman, TX 75091
Phone number
(903) 819-1835
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 4,139,045 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
