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Commerce Street Investment Management CRD 144278
$891M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-08-20 |
Branch Locations
1445 Ross Avenue, Suite 2700, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Street Capital Llc | Dallas | TX | 03/2012 | Present |
| Commerce Street Investment Advisor, Llc | Dallas | TX | 08/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-16 |
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