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5350 South Staples, Suite 434, Corpus Christi, TX 78411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-07-11 |
Branch Locations
9601 Us Hwy 281 N Suite 1230, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | San Antonio | TX | 03/2007 | 07/2017 |
| Davidson Capital Management Inc. | San Antonio | TX | 07/2017 | Present |
VICE PRESIDENT AND 49% OWNER OF ALAMO CITY ANGELS, LLC, AUGUST 25, 2016 START DATE, 720 CANTEBURY HILL, SAN ANTONIO, TX 78209, BARTENDING AND PROMOTIONS BUSINESS, SPEND APPROXIMATELY 3 TO 4 HOURS A WEEK MARKETING THE PRODUCT FOR PRIVATE PARTIES. Beginning in May 2021 I act on behalf of St Andrews United Methodist Church, 722 Robinhood Place, San Antonio, Texas 78209, as an authorized individual on their 501(c)(3) Brokerage Account and their Legacy/Foundation fund. I work with others on an Investment Committee assisting in portfolio management and I am authorized to execute trades in either the Brokerage Account or Legacy/Foundation fund if needed. I am not compensated for this activity. Though this entity does not operate as an investment related activity, my role on the Investment Committee is investment related in that I contribute to the investment decision making process as well as execute trades on behalf of the Brokerage Account and Legacy/Foundation Funds. I spend approximately 4 hours per month on this activity which is performed weekdays after 3:00pm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-08 |
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