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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-13 |
Branch Locations
105 Decker Ct Ste 730, Irving, TX 75062 • United States
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
105 Decker Court Suite 730, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-29 |
Branch Locations
105 Decker Court Suite 730, Irving, TX 75062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2016 | 03/2023 |
| Cottonwood Capital | Irving | TX | 03/2023 | Present |
| Alongside, Llc Dba Cottonwood Capital | Irving | TX | 04/2026 | Present |
1. Fixed insurance sales, as of 2015, 10% of time spent during business hours, conducted at branch, investment related. 2. Cottonwood Ventures, LLC, doing business as Cottonwood Capital Advisors, Co- owner and managing member a private entity created as the operating for securities, investment advisory, and insurance business, 10% of time spent during business hours, conducted at branch, investment related. Exempt Registered Advisor managing Special Purpose Vehicles and Private Funds less than $100MM in AUM. 3. Algodon Madera Partners, LLC, Co- owner and managing member of a private entity created for investing in real estate as rental properties and oil and gas investments, as of 06/07/2014, 1% of time spent during business hours, conducted at branch, investment related. 4. Webottom Assets LLC, co-owner with spouse and managing member of a private entity created for investing in real estate as rental properties and oil and gas investments, as of 04/29/2011, 5% of time spent during business hours, conducted at branch, investment related. 5. Cottonwood Capital Advisors, ERA; as Principal, Managing Member and General Partner to a private fund, under a special purpose vehicle ('SPV"). Investment related: Yes; Address: 105 Decker Court, Suite 730 Irving, TX 75062. Nature: responsibilities include sourcing opportunities, conducting due diligence, negotiating and monitoring investments, investor communications, and fund administration oversight. The SPV Funds will invest in oil & gas interests, real estate investments, and asset-back lending funds. Compensation may be received from the SPV Funds or their sponsor/manager, including management fees and carried interest. Start Date: 04/20/2026; hours devoted during business hours: 10, hours devoted outside business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-03 |
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