Inactive

Casey Adam Keller

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Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-11

TX RA
APPROVED

Since 2021-10-11

Branch Locations

114 E. Highland, Boeme, TX 78006 • 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

Organization	City	State	From	To
Eggerss Capital Management	San Antonio	TX	06/2012	12/2019
Covenant Multifamily Offices, Llc	San Antonio	TX	05/2019	09/2021
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	09/2021	Present

06/2012 → 12/2019

Eggerss Capital Management

San Antonio, TX
05/2019 → 09/2021

Covenant Multifamily Offices, Llc

San Antonio, TX
09/2021 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2019-06-04 → 2021-11-24

Covenant

Boerne, TX
2012-06-25 → 2019-12-20

Eggerss Capital Management

Boerne, TX

Designations

Other Names

Casey A Keller

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

CRESTMONT PRIVATE WEALTH LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

FROST INVESTMENT SERVICES

J.P. MORGAN SECURITIES LLC

Other Investors

Daniel Allen Grover

SHAWN TRAHILL MORRIS

BRITNI JUNE MOSHER

KARL JOSEPH EGGERSS

Richard Alfonso Reyes

JASON ANTHONY ZAMORA

THOMAS LYONEL DAVILA

SAMUEL SEAN MCGEE

Other Offices

CAPTRUST · Boerne, TX

EDWARD JONES · BOERNE, TX

LPL FINANCIAL LLC · BOERNE, TX

CRESTMONT PRIVATE WEALTH LLC · BOERNE, TX

EDWARD JONES · Boerne, TX

WELLS FARGO CLEARING SERVICES, LLC · BOERNE, TX

STATE FARM INVESTMENT MANAGEMENT CORP. · Boerne, TX

OSAIC WEALTH, INC. · BOERNE, TX

More in Boeme, TX

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