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2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
2600 Network Blvd Suite 300, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Exencial Wealth Advisors | Frisco | TX | 05/2018 | 01/2019 |
| Downs Saffiotti & Boudreaux, Llp | Baton Rouge | LA | 06/2016 | 12/2018 |
| Southeastern Louisiana University | Hammond | LA | 05/2014 | 05/2018 |
| Exencial Wealth Advisors | Plano | TX | 01/2019 | 05/2024 |
| Quadcap Wealth Management, Llc | Frisco | TX | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-12 |
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