PARATUS FINANCIAL, INC.
CRD #133361 SEC #801-63703 DALLAS, TX 214-378-7400
SEC Registered
Total AUM
$701.3M
Discretionary
$244.5M
Employees
7
Clients
51
Accounts
674
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACON, DIANA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACON, DIANA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| BURRUSS, JANE, ROLLIN | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| GRISZ, MICHAEL, ADAM | I | DIRECTOR | NA | Control |
| CHADWICK, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
| CHADWICK, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
| CHADWICK, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
| CHADWICK, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
| GRISZ, BONNIE, FREE | I | MANAGING DIRECTOR / CCO | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (1)
TX
Address
5220 MCKINNEY AVE STE 200DALLAS, TX 75205
United States
Phone: 214-378-7400