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Tara Danette Maxwell

Sendero Wealth Management, LLC

San Antonio, TX

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Current Employers
Sendero Wealth Management, Llc

250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-01-25
  • TX RA
    APPROVED
    Since 2008-01-25

Branch Locations

250 W. Nottingham Suite 300, San Antonio, TX 78209 • 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
Sendero Wealth Management San Antonio TX 12/2007 10/2017
Sendero Securities, Llc San Antonio TX 07/2008 Present
Sendero Wealth Management San Antonio TX 10/2017 Present
  • 12/2007 → 10/2017
    Sendero Wealth Management
    San Antonio, TX
  • 07/2008 → Present
    Sendero Securities, Llc
    San Antonio, TX
  • 10/2017 → Present
    Sendero Wealth Management
    San Antonio, TX
Previous Registrations
  • 2000-03-28 → 2008-01-02
    Hitherlane Partners, Llc
    San Antonio, TX
    San Antonio, TX
Other Businesses

Owner, Sendero Partners, LLC (parent company) as of 8/29/2024; Founder of Family Engagement, Sendero Family Enterprises, LLC as of 12/1/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-15
S63 Uniform Securities Agent State Law Examination 1999-02-13
  • S65 Uniform Investment Adviser Law Examination
    1999-02-15
  • S63 Uniform Securities Agent State Law Examination
    1999-02-13
Other Names
  • Tara Rippetoe

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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