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250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westwood Holdings Group, Inc. | Dallas | TX | 01/2004 | 04/2023 |
| Sendero Securities | San Antonio | TX | 07/2024 | Present |
| Sendero Wealth Management | San Antonio | TX | 03/2023 | Present |
Sendero Wealth Management - registered investment adviser firm affiliated with Sendero Securities, I serve as General Counsel & Chief Compliance Officer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-17 |
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