David Wright Mize

Current Employers

Employment History

• 12/2009 → 12/2016
  Mustang Wealth Management Advisors, Llc
  Flower Mound, TX
• 01/2018 → 09/2019
  South Texas Money Management
  San Antonio, TX
• 09/2019 → Present
  Capfinancial Partners, Llc (Captrust)
  Raleigh, NC
• 12/2016 → 12/2017
  Mustang Wealth Management Advisors, Llc.
  Flower Mound, TX

Previous Registrations

• 2018-01-18 → 2019-12-02
  South Texas Money Management, Ltd.
  Dallas, TX
  San Antonio, TX
• 2017-05-17 → 2017-12-31
  Mustang Wealth Management
  Lewisville, TX
• 2015-09-08 → 2016-02-17
  Pruco Securities, Llc.
  Plano, TX
• 2011-03-03 → 2015-08-26
  Cetera Wealth Services, Llc
  Dallas, TX
• 2010-04-19 → 2010-10-20
  Etexfinancial, Inc.
  El Prado, NM

Other Businesses

1) Name: David Mize, Mustang Wealth Management, Investment-Related: No. Address: private residence. Nature: Manage rental income/properties and manage residual life and health insurance business. Position/Title: Agent & Owner. Start: 12/05/09,. Hours/Month: 5. Hours during Market Hours: 0. Duties: management and service. 2) Name: Foundation For Financial Planning, Address: 2 N Robin Dr. Belton, Texas 76513. Not Investment Related. Nature: Foundation. Position/Title: Volunteer. Start: 05/01/2025. Hours/Month: 5. Hours during Market Hours: 5. Duties: pro bono financial planning services

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-02-06
• S65 Uniform Investment Adviser Law Examination
  2010-02-08

Designations