Stephen R Carter

Current Employers

Employment History

• 04/2013 → 06/2022
  Amegy Bank National Association
  Houston, TX
• 01/2016 → 10/2016
  Lpl Financial, Llc
  Houston, TX
• 06/2022 → Present
  Weaver & Tidwell, L.L.P.
  Houston, TX
• 10/2022 → Present
  Sowell Management
  Houston, TX
• 09/2022 → Present
  Weaver Family Office Services, L.L.C.
  Houston, TX
• 09/2022 → Present
  Weaver Capital Advisors, L.L.C.
  Houston, TX

Other Businesses

1) Weaver and Tidwell L.L.P.; investment-related; 4400 Post Oak Pkwy, Suite 1100, Houston, TX 77027; professional accounting services; partner; 06/2022; partner and manages the financial advisor services affiliate. 2) Weaver Capital Advisors, L.L.C., and Weaver Family Office Services, L.L.C.; investment-related; 4400 Post Oak Pkwy, Suite 1100, Houston, TX 77027; financial advisory services; 09/2022; Weaver and Tidwell affiliates providing investment advisory services. 3) SCLC Emnora, L.L.C.; investment-related; 8814 Heather Cir, Houston, TX 77055; real-estate leasing; owner; 10/2018; 2 hrs/mo outside of trading hours; leasing and rental of residential property. 4) Seagrove Partners II L.L.C.; investment-related; 2370 Mountain Oaks Ln, Hoover, AL 35226; real-estate partnership; partner; 2021; less than 2 hrs/mo outside of trading hours; passive real-estate investment and leasing of vacation property. 5) Pine Ridge MultiFamily ETX, L.L.C.; investment-related; 8814 Heather Cir, Houston, TX 77055; real-estate leasing; partner; 04/2021; 2 hrs/mo outside of trading hours; leasing and rental of residential apartments in Mt. Pleasant, TX.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-07
• S63 Uniform Securities Agent State Law Examination
  2008-06-26

Other Names

• Stephen Russel Carter