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Brett Ashley Longoria

Capital Creek Partners

Austin, TX

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Current Employers
Capital Creek Partners

1608 W. 5Th St. Suite 200, Austin, TX 78703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-10
  • TX RA
    APPROVED
    Since 2020-12-10

Branch Locations

1608 W. 5Th St. Suite 200, Austin, TX 78703 • 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
Avalon Advisors, Llc Houston TX 12/2011 01/2019
Avalon Wealth Management Llc Houston TX 01/2013 01/2019
Capital Creek Partners, Llc Austin TX 02/2019 Present
  • 12/2011 → 01/2019
    Avalon Advisors, Llc
    Houston, TX
  • 01/2013 → 01/2019
    Avalon Wealth Management Llc
    Houston, TX
  • 02/2019 → Present
    Capital Creek Partners, Llc
    Austin, TX
Previous Registrations
  • 2015-03-16 → 2019-01-19
    Avalon Investment & Advisory
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-19
  • S66 Uniform Combined State Law Examination
    2013-04-19
Other Names
  • Brett Ashley Barth
  • Brett Ashley Longoria

View on SEC IAPD

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Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
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