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Robert Bruce Knapp

Overridge Wealth Advisors

Aledo, TX

Fort Worth, TX

CRD 2450884

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Employer firm

Overridge Wealth Advisors CRD 115009

$368M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Overridge Wealth Advisors

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-02
  • TX RA
    APPROVED
    Since 2019-08-02

Branch Locations

Aledo, TX • United States

6300 Ridglea Place Suite 1020, Fort Worth, TX 76116 • 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
Lee Johnson Capital Management, Llc Fort Worth TX 02/2010 05/2019
Unemployed Fort Worth TX 05/2019 07/2019
Overridge Wealth Advisors Fort Worth TX 08/2019 Present
  • 02/2010 → 05/2019
    Lee Johnson Capital Management, Llc
    Fort Worth, TX
  • 05/2019 → 07/2019
    Unemployed
    Fort Worth, TX
  • 08/2019 → Present
    Overridge Wealth Advisors
    Fort Worth, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-27
S63 Uniform Securities Agent State Law Examination 1994-02-11
  • S65 Uniform Investment Adviser Law Examination
    2010-09-27
  • S63 Uniform Securities Agent State Law Examination
    1994-02-11

View on SEC IAPD

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