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830 West Causeway Approach Suite 1200, Mandeville, LA 70471 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
830 West Causeway Approach Suite 1200, Mandeville, LA 70471 • United States
755 E Mulberry Suite 400, San Antonio, TX 78212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Selected Advisers, L.P. | Tucson | AZ | 06/1999 | 03/2026 |
| Orleans Capital Management Corp | San Antonio | TX | 03/2026 | Present |
Tucson Bat Cave; not investment-related; 3145 E Kleindale, Tucson, AZ 85716; Indoor batting cage; Manager; started 03/2015; approximately 3 hours per month, none during securities trading hours; paperwork, tech, and maintenance duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-15 |
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