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250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-01-25 |
Branch Locations
250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sendero Wealth Management | San Antonio | TX | 12/2007 | 01/2025 |
| Sendero Securities,Llc | San Antonio | TX | 07/2008 | 06/2025 |
| Sendero Securities, Llc | San Antonio | TX | 06/2025 | Present |
| Sendero Wealth Management | San Antonio | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-21 |
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