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120 E. Constitution St, Victoria, TX 77901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Oakland | CA | 01/2015 | 02/2018 |
| Charles Schwab Bank | Oakland | CA | 02/2016 | 02/2018 |
| Wells Fargo Bank, Na | Victoria | TX | 02/2018 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Victoria | TX | 02/2018 | 05/2022 |
| Edward Jones | St. Louis | MO | 05/2022 | 08/2024 |
| Wells Fargo Advisors | Cuero | CA | 03/2018 | 05/2022 |
| Sather Financial Group | Victoria | TX | 08/2024 | Present |
| Sather Financial Group, Inc. | Victoria | TX | 08/2024 | Present |
DeWitt Medical Foundation; Member; Not Investment Related; P.O. Box 872 Cuero Texas 77954; Description: Raises and manages donations supporting Cuero Regional Hospital and patients; Responsibilities: Attend meetings; Start date: 2024-08-01; 0 Hour per month devoted to business during trading hour; 1 Hour per month devoted to business outside trading hours; No yearly compensation expected; Website address: https://www.cueroregionalhospital.org/foundation/about-the-foundation/.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-26 |
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