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Vaquero Private Wealth, Ltd. CRD 305266
$929M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-23 |
Branch Locations
8111 Douglas Avenue Suite 1350, Dallas, TX 75225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/1994 | 08/2017 |
| Syntal Capital Partners, Llc | Midland | TX | 08/2017 | Present |
| Vaquero Private Wealth, Ltd. | Dallas | TX | 08/2019 | Present |
Mr. Gordon is a licensed insurance agent; he holds his license for advisory purposes only. However, if he were to receive commissions on insurance products he recommends to clients, this service would create a conflict of interest with Vaquero clients if Mr. Gordon recommends the purchase of insurance products from which he will receive a commission. This conflict is mitigated through the fact that clients are free to purchase insurance products that Mr. Gordon recommends elsewhere.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-24 |
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