0001733756-24-000006.txt : 20240401
0001733756-24-000006.hdr.sgml : 20240401
20240401164935
ACCESSION NUMBER: 0001733756-24-000006
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: ARNDT,JENNIFER,HARRIS,
FILED AS OF DATE: 20240401
DATE AS OF CHANGE: 20240401
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Masterson Advisors LLC
CENTRAL INDEX KEY: 0001733756
ORGANIZATION NAME:
IRS NUMBER: 824640889
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05417
FILM NUMBER: 24810329
BUSINESS ADDRESS:
STREET 1: 3 GREENWAY PLAZA
STREET 2: SUITE 1100
CITY: HOUSTON
STATE: TX
ZIP: 77046
BUSINESS PHONE: 713-814-0550
MAIL ADDRESS:
STREET 1: 3 GREENWAY PLAZA
STREET 2: SUITE 1100
CITY: HOUSTON
STATE: TX
ZIP: 77046
MA-I/A
1
primary_doc.xml
MA-I/A
0001733756
XXXXXXXX
Chris McManus
9736189506
cmcmanus@alternativereg.com
cmcmanus@alternativereg.com
N
0001733756-22-000016
N
Jennifer
Harris
Arndt
000000000
N
1
0001733756
Masterson Advisors LLC
11-01-2022
N
867-02338
SUPERVISED
11-01-2022
3 GREENWAY PLAZA
SUITE 1100
HOUSTON
TX
77046
LOCATED
SUPERVISED
11-01-2022
3102 Maple Avenue
225
Dallas
TX
75201
Jennifer
R
Harris
11-2022
Masterson Advisors, LLC
Houston
TX
77046
Y
N
Director
03-2012
10-2022
PFM FINANCIAL ADVISORS LLC
DALLAS
TX
75201
Y
Y
DIRECTOR
Y
05-2015
J&J Lending Corporation
2809 Regal Road
Plano
TX
75075
N
Y
lends money to real estate investors to improve residential real estate, buys and sells real estate, buys owner financed real estate notes
Treasurer
5
Attend annual shareholder meeting
05-2015
Jardbam Investments LLC
2809 Regal Road
102
Plano
TX
75075
N
Y
Lends money to real estate investors to improve residential real estate, buys and sells real estate, buys owner financed real estate notes
Treasurer
5
Attend annual shareholder meeting
11-2022
Women in Public Finance (National organization)
600 W. 8th Street
Austin
TX
78701
N
N
501c-6 Board for the industry professionals
Member of Executive Council
2
Monthly executive council meeting, volunteer at events/planning
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
04-01-2024
Kimberly McManus
President, Alternative Regulatory Solutions, LLC