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Inactive

David Stix

Captrust

Houston, TX

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-01
  • TX RA
    APPROVED
    Since 2019-10-01

Branch Locations

1001 Mckinney St., Suite 1730, Houston, TX 77002 • 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
South Texas Money Management, Ltd. San Antonio TX 05/2014 09/2019
Capfinancial Partners, Llc (Captrust) Raleigh NC 09/2019 Present
  • 05/2014 → 09/2019
    South Texas Money Management, Ltd.
    San Antonio, TX
  • 09/2019 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2014-09-04 → 2019-12-02
    South Texas Money Management, Ltd.
    San Antonio, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-10-22
  • S63 Uniform Securities Agent State Law Examination
    1998-10-22
Designations
Other Names
  • David Nathan Stix

View on SEC IAPD

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