Maplewood Investments, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 103723
- Registered since
- February 16, 2000
- Website
- maplewoodinvestments.com
Firm profile
FINTRXOverview
Maplewood Investments, Inc. is organized as a corporation and has been SEC-registered since 2000. The ownership structure is listed as a mix of a domestic entity and an individual. The available records do not characterize the firm into a standard advisory segment (the classification is unclassified), and it is not identified as a capital allocator. The firm is not flagged as an active ESG investor, not designated as a multi-state adviser, and is not marked as newly formed, a pension consultant, or a related adviser. The dataset supplied contains no details on fee schedules, specific advisory activities, client segments, or the firm’s investment positioning.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Cynthia Besek
SVP, COOCRD 1669039

Daniel Dooley
President, CEOCRD 1699483
Contacts
3 of 32
Hunter Boyd
Financial AdvisorCRD 7010485

Sarah Davis
Founding PartnerCRD 7050596
Richard Westover
Registered RepresentativeCRD 6289046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12222 Merit Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Smith Capital Markets, LLC
Broker-DealerDallas, TX
Nexpoint Securities, Inc.
Broker-DealerDallas, TX
Arete Research LLC
Broker-DealerDallas, TX
Energy Capital Solutions LLC
Broker-DealerDallas, TX
East West Markets, LLC
Broker-DealerDallas, TX
ACC Securities, LLC
Broker-DealerDallas, TX