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Current Employers
Vaulkshire Investment Advisors

310 W. Sunset Suite 101, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-06-23
  • TX RA
    APPROVED
    Since 2015-06-23

Branch Locations

310 W. Sunset Suite 101, 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
Vaulkshire Llc San Antonio TX 06/2015 Present
  • 06/2015 → Present
    Vaulkshire Llc
    San Antonio, TX
Previous Registrations
  • 2014-03-27 → 2015-06-15
    Matterhorn Capital Management, Llc
    San Antonio, TX
  • 2012-11-20 → 2013-09-23
    Tpb Wealth Advisors, Llc
    San Antonio, TX
Other Businesses

1) OWNER OF BRAINIAC, LLC.; NOT INVESTMENT RELATED; 310 W. Sunset, Suite 101, SAN ANTONIO, TX 78209; START DATE FEB 2008; APX HOURS A MONTH, 15; NO DEDICATED HOURS DURING TRADING HOURS; BUSINESS DEVELOPMENT/STRATEGY AND TUTORING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-19
  • S65 Uniform Investment Adviser Law Examination
    2012-11-19

View on SEC IAPD

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