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2 Spencer Road Suite 102, Boerne, TX 78006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eggerss Capital Management | Boerne | TX | 07/2016 | 12/2019 |
| Covenant Multifamily Offices, Llc | San Antonio | TX | 05/2019 | 09/2021 |
| Hill Country Group | Boerne | TX | 09/2021 | Present |
1. the name of the other business: Comfort Pizza LLC; whether the business is investment-related: No; the address of the other business: PO Box 609 Boerne TX 78006; the nature of the other business: Restaurant; your position, title, or relationship with the other business: Owner/Designer; the start date of your relationship: 8/2011; the approximate number of hours/month you devote to the other business: 30 week; the number of hours you devote to the other business during securities trading hours: variable up to 30 week; and briefly describe your duties relating to the other business: Bldg/Equip Maintenance - Books/Payroll - Taxes - Marketing. 2. the name of the other business: Tifco; whether the business is investment-related: No; the address of the other business: PO Box 609 Boerne TX 78006; the nature of the other business: MRO Supplies Distributor; your position, title, or relationship with the other business: Director National Accounts; the start date of your relationship: 3/2016; the approximate number of hours/month you devote to the other business: 30-40 week if traveling; the number of hours you devote to the other business during securities trading hours: Variable up to 30 -40 week if traveling; and briefly describe your duties relating to the other business: Sales/Communication with occasional travel."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-20 |
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