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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
112 East Pecan Street, San Antonio, TX 78205 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | San Antonio | TX | 08/2014 | 02/2018 |
| Td Ameritrade, Inc. | San Antonio | TX | 02/2018 | 11/2018 |
| Tiaa-Cref | San Antonio | TX | 11/2018 | 11/2020 |
| Fidelity Investments | San Antonio | TX | 11/2020 | 08/2024 |
| Capital Advisors, Inc. | Tulsa | OK | 08/2024 | 06/2026 |
| Corient | San Antonio | TX | 06/2026 | Present |
NAME OF OBA: COWBOY COMFORT RENTALS LLC; ADDRESS OF OBA: SAN ANTONIO, TX 78259; NATURE: SHORT TERM VACATION RENTAL; INVESTMENT RELATED: NO; TITLE WITH OBA: OWNER, SOLE PROPRIETOR; DUTIES: MANAGE PROPERTY, BOOKINGS, MAINTENANCE; START DATE: 10/15/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-21 |
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