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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Republic Capital Management Llc | Cedar Park | TX | 05/2019 | 09/2024 |
| Cambridge Square Capital Lp | Boston | MA | 07/2017 | 06/2019 |
| Harvard Management Company | Boston | MA | 04/2009 | 06/2017 |
| Constitution Wealth Llc | Austin | TX | 05/2024 | 12/2025 |
| Worthpointe, Llc | Austin | TX | 11/2025 | 04/2026 |
| Pax Financial Group | San Antonio | TX | 04/2026 | Present |
1) Director; Southwest Public Policy Institute; Is the business investment related: No; 841 Nacelle Road Northeast Rio Rancho New Mexico 87144 United States; Southwest Public Policy Institute is a 501(c)(23) nonprofit charity focused on public policy in the American Southwest; Start date: 2022-08-26; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business:
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