Best Investors Account Sign in
Inactive

Miguel Rundstrom-Holguin

Quadcap Wealth Management, LLC

Frisco, TX

Claim This Profile
Current Employers
Quadcap Wealth Management, Llc

2600 Network Blvd Suite 300, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-05
  • TX RA
    APPROVED
    Since 2024-11-05

Branch Locations

2600 Network Blvd Suite 300, Frisco, TX 75034 • 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
Quadcap Wealth Management Frisco TX 09/2024 Present
Exencial Wealth Advisors Oklahoma City OK 02/2023 08/2024
Kohl's Norman OK 12/2022 02/2023
Unemployed Norman OK 04/2022 12/2022
Oncue Norman OK 09/2021 04/2022
Unemployed Norman OK 08/2019 09/2021
Panda Express Norman OK 06/2019 08/2019
Unemployed Norman OK 01/2019 06/2019
Qdoba Norman OK 07/2018 01/2019
Unemployed Norman OK 04/2018 07/2018
Diamond Dogs Norman OK 11/2017 04/2018
Unemployed Norman OK 10/2016 11/2017
Penny Hill Deli Norman OK 08/2016 10/2016
  • 09/2024 → Present
    Quadcap Wealth Management
    Frisco, TX
  • 02/2023 → 08/2024
    Exencial Wealth Advisors
    Oklahoma City, OK
  • 12/2022 → 02/2023
    Kohl's
    Norman, OK
  • 04/2022 → 12/2022
    Unemployed
    Norman, OK
  • 09/2021 → 04/2022
    Oncue
    Norman, OK
  • 08/2019 → 09/2021
    Unemployed
    Norman, OK
  • 06/2019 → 08/2019
    Panda Express
    Norman, OK
  • 01/2019 → 06/2019
    Unemployed
    Norman, OK
  • 07/2018 → 01/2019
    Qdoba
    Norman, OK
  • 04/2018 → 07/2018
    Unemployed
    Norman, OK
  • 11/2017 → 04/2018
    Diamond Dogs
    Norman, OK
  • 10/2016 → 11/2017
    Unemployed
    Norman, OK
  • 08/2016 → 10/2016
    Penny Hill Deli
    Norman, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

Other Firms

BSIP SLP GP, LLC
MCCLURE CAPITAL ADVISORS, INC.
MAVERICK TECH FUND MANAGER
WAYMAKER PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CG ADVISORY SERVICES
CLAIRALPHA ADVISORS LLC

Other Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto
STEVEN LEWIS RINGO
CHARLES GLEN DANIEL
DIOSELINA G RAMIREZ
RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

More in Frisco, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor