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The Woodlands, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crosswell Advisors, Llc | The Woodlands | TX | 02/2009 | Present |
Rodolfo Oropeza is a licensed insurance agent, inv. related, 2015, 1 hour a month. Rodolfo Oropeza performs general business management consulting services for a family office (2017) and is a member of Crosswell Consulting Services, LLC (2024) which provides general business management consulting services. He advises on general business matters and coordinates tasks for the family office. Time spent on these activities is approximately 40-50 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-19 |
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