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Douglas Guy Bolles

Worthpointe

Ramona, CA

Tyler, TX

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Current Employers
Worthpointe

Ramona, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-24
  • TX RA
    APPROVED
    Since 2020-01-24

Branch Locations

Ramona, CA • United States

2098 Three Lakes Parkway, Tyler, TX 75703 • 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
Worthpointe, Llc La Jolla CA 11/2019 Present
Southside Bank Tyler TX 05/2001 11/2019
  • 11/2019 → Present
    Worthpointe, Llc
    La Jolla, CA
  • 05/2001 → 11/2019
    Southside Bank
    Tyler, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24

View on SEC IAPD

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