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Sherry Larae Egenolf

Captrust

San Antonio, TX

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-18
  • TX RA
    APPROVED
    Since 2019-10-18

Branch Locations

700 N. St. Mary's Street Suite 100, San Antonio, TX 78205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
South Texas Money Management, Ltd. San Antonio TX 06/2013 09/2019
Capfinancial Partners, Llc (Captrust) Raleigh NC 09/2019 Present
  • 06/2013 → 09/2019
    South Texas Money Management, Ltd.
    San Antonio, TX
  • 09/2019 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2013-06-27 → 2019-12-02
    South Texas Money Management, Ltd.
    San Antonio, TX
  • 2008-09-15 → 2013-05-20
    Td Ameritrade, Inc.
    Fort Worth, TX
  • 2008-09-15 → 2013-05-20
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2006-01-12 → 2008-07-28
    Usaa Investment Services Company
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
  • 2004-10-26 → 2005-11-16
    Advisors Asset Management, Inc.
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-23
S63 Uniform Securities Agent State Law Examination 1997-10-23
  • S65 Uniform Investment Adviser Law Examination
    2002-01-23
  • S63 Uniform Securities Agent State Law Examination
    1997-10-23
Other Names
  • Sherry L Griffiths
  • Sherry Larae Thiltgen
  • Sherry Larae Griffiths
  • Sherry Larae Thiltgen
  • Sherry L Thiltgen
  • Sherry L Egenolf

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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