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301 Commerce Street Suite 1600, Fort Worth, TX 76102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
301 Commerce Street Suite 1600, Fort Worth, TX 76102 • United States
5121 Broadway, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matterhorn Capital Management Llc | San Antonio | TX | 11/2004 | 12/2016 |
| Avalon Advisors, Llc | San Antonio | TX | 12/2016 | 01/2022 |
| Avalon Wealth Management Llc | San Antonio | TX | 09/2017 | 01/2022 |
| Luther King Capital Management Corporation | Fort Worth | TX | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-05 |
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