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Charles Curtis Dodd

1900 Wealth

San Antonio, TX

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Current Employers
1900 Wealth

1900 Broadway Suite 900, San Antonio, TX 78215 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-08
  • TX RA
    APPROVED
    Since 2025-12-08

Branch Locations

1900 Broadway Suite 900, San Antonio, TX 78215 • 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
Steve Miura Austin TX 06/2022 03/2025
Expansive Austin TX 11/2021 07/2022
Whole Foods Austin TX 06/2021 11/2021
Radian Group Coraopolis PA 06/2020 06/2021
Linsly School And Robert Morris University Pittsburgh PA 08/2012 05/2020
Northwestern Mutual Investment Services Llc Austin TX 10/2022 03/2025
Mary Stadelman Pittsburgh PA 08/2018 11/2019
1900 Wealth Management San Antonio TX 06/2025 Present
  • 06/2022 → 03/2025
    Steve Miura
    Austin, TX
  • 11/2021 → 07/2022
    Expansive
    Austin, TX
  • 06/2021 → 11/2021
    Whole Foods
    Austin, TX
  • 06/2020 → 06/2021
    Radian Group
    Coraopolis, PA
  • 08/2012 → 05/2020
    Linsly School And Robert Morris University
    Pittsburgh, PA
  • 10/2022 → 03/2025
    Northwestern Mutual Investment Services Llc
    Austin, TX
  • 08/2018 → 11/2019
    Mary Stadelman
    Pittsburgh, PA
  • 06/2025 → Present
    1900 Wealth Management
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
S63 Uniform Securities Agent State Law Examination 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX
ULRICH INVESTMENT CONSULTANTS · San Antonio, TX

More in San Antonio, TX

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