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301 Commerce Street Suite 1600, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
301 Commerce Street Suite 1600, Fort Worth, TX 76102 • United States
5121 Broadway, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Wealth Management Llc | Houston | TX | 01/2014 | 01/2022 |
| Avalon Advisors, Llc | Houston | TX | 01/2014 | 01/2022 |
| Luther King Capital Management Corporation | Fort Worth | TX | 01/2022 | Present |
1) SINCE 1997, MR. MCCLANE HAS BEEN A MEMBER OF MCCLANE PARTNERS, LLC, PRIVATE EQUITY FIRM; INVESTMENT RELATED; ROLE IS PRIMARILY PASSIVE, SPENDING APPROXIMATELY ONE HOUR QUARTERLY; REGISTERED OFFICE IS 250 W. NOTTINGHAM #310, SAN ANTONIO 78209. 2) SINCE 1999, MR. MCCLANE HAS BEEN THE PRESIDENT OF NORRIS ROBERT MCCLANE INTERNATIONAL, LLC. BUSINESS CONSULTING; NON-INVESTMENT RELATED. TIME DEVOTED IS LIMITED TO ONE HOUR, MONTHLY. REGISTERED OFFICE IS 250 W. NOTTINGHAM #310, SAN ANTONIO 78203. 3) SINCE 2019, MR. MCCLANE HAS HELD POSITIONS AT VANTAGE BANK AS DIRECTOR OF THE BOARD AND MEMBER OF THE AUDIT COMMITTEE. HIS DUTIES INCLUDE ATTENDING MONTHLY MEETINGS AT APPROXIMATELY 8HRS/MEETING. MR. MCCLANE IS AN INDEPENDENT DIRECTOR (NON FAMILY MEMBER) THAT HELPS THE BANK ON THE AUDIT COMMITTEE AND WITH STRATEGIC DIRECTION. MR. MCCLANE RECEIVES ADDITIONAL COMPENSATION FROM HIS ACTIVITIES AS A COMPANY MEMBER, DIRECTOR AND CONSULTANT. 4) SINCE 2012, MR. MCCLANE HAS HAD AN ONWNERSHIP IN LIFT THE SPIRITS, LLC. HE OWNED 51% OF THE COMPANY FROM 2012-2021. IN 2021, HIS OWNERSHIP INTEREST DROPPED TO 3.33%. THE COMPANY PRODUCES BEVERAGES AND IS NON-INVESTMENT RELATED. HE DEDICATES APPROXIMATLEY 2 HOURS/QUARTER TO THE COMPANY. REGISTERED OFFICE IS 250 W. NOTTINHAM #310, SAN ANTONION, TEXAS 78209.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-02 |
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