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Sophia Atiana Digesualdo

Enclave Advisors, LLC

Austin, TX

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Current Employers
Enclave Advisors, Llc

3600 N. Capital Of Texas Hwy. Bldg B, Suite 180, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-01
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

3600 N. Capital Of Texas Hwy. Bldg B, Suite 180, Austin, TX 78746 • 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
J.P. Morgan Securities Llc Dallas TX 07/2022 Present
Jpmorgan Chase Bank, N.A. Dallas TX 07/2022 Present
Core Publishing Dallas TX 06/2020 05/2021
The Hall Agency Dallas TX 05/2020 08/2021
Goodwill Industries Of Dallas Dallas TX 09/2019 01/2020
Dallas Mavericks Dallas TX 08/2019 12/2019
Southern Methodist University Dallas TX 08/2017 06/2022
Unemployed Unemployed TX 07/2012 07/2017
  • 07/2022 → Present
    J.P. Morgan Securities Llc
    Dallas, TX
  • 07/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 06/2020 → 05/2021
    Core Publishing
    Dallas, TX
  • 05/2020 → 08/2021
    The Hall Agency
    Dallas, TX
  • 09/2019 → 01/2020
    Goodwill Industries Of Dallas
    Dallas, TX
  • 08/2019 → 12/2019
    Dallas Mavericks
    Dallas, TX
  • 08/2017 → 06/2022
    Southern Methodist University
    Dallas, TX
  • 07/2012 → 07/2017
    Unemployed
    Unemployed, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Other Names
  • Sophia Digesualdo

View on SEC IAPD

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Stephanie Caroline Morgan
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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
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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