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Cortnie Lomas Rodriguez

Quadcap Wealth Management, LLC

Frisco, TX

CRD 6070125

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Employer firm

Quadcap Wealth Management, LLC CRD 151490

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • TAX PREPARATION, TRUSTEE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Quadcap Wealth Management, Llc

2600 Network Blvd Suite 300, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-02-21
  • TX RA
    APPROVED
    Since 2014-02-21

Branch Locations

2600 Network Blvd Suite 300, Frisco, TX 75034 • 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
Quadcap Wealth Management, Llc Dallas TX 01/2014 Present
Previous Registrations
  • 2013-01-17 → 2014-01-28
    Ffec Wealth Partners Llc
    Addison, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-13
  • S66 Uniform Combined State Law Examination
    2012-11-13
Other Names
  • Cortnie Michelle Lomas
  • Cortnie Michelle Lomas-Rodriguez

View on SEC IAPD

Nearby Firms

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MCCLURE CAPITAL ADVISORS, INC.
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Nearby Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto

Nearby Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX

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