Lisa Kaye Ivie Miller

Current Employers

Captrust

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-10-03

TX RA
APPROVED

Since 2019-10-03

Branch Locations

115 Wild Basin Road S. #225, Austin, TX 78746 • 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

Organization	City	State	From	To
South Texas Money Management, Ltd.	San Antonio	TX	10/2010	09/2019
Capfinancial Partners, Llc (Captrust)	Raleigh	NC	09/2019	Present

10/2010 → 09/2019

South Texas Money Management, Ltd.

San Antonio, TX
09/2019 → Present

Capfinancial Partners, Llc (Captrust)

Raleigh, NC

Previous Registrations

2012-09-26 → 2019-12-02

South Texas Money Management, Ltd.

San Antonio, TX

Other Businesses

Texas Local Firefighters Retirement Act Education Foundation; Investment-Related: No; Firefighter Pension Education ; Board Member ; Start 11/1/22; Hours/Month:1 ; Hours during Market Hours: 1; Duties: outside advisory board member

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-09-25

S65 Uniform Investment Adviser Law Examination

2012-09-25

View on SEC IAPD

Current Employers

Captrust

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews