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Current Employers
Quadcap Wealth Management, Llc

2600 Network Blvd Suite 300, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-05
  • TX RA
    APPROVED
    Since 2023-06-05

Branch Locations

2600 Network Blvd Suite 300, Frisco, TX 75034 • 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
True North Advisors Dallas TX 07/2018 04/2023
Southern Methodist University Dallas TX 08/2013 05/2017
The University Of Texas At Austin Austin TX 07/2017 05/2018
Quadcap Wealth Management Frisco TX 04/2023 Present
  • 07/2018 → 04/2023
    True North Advisors
    Dallas, TX
  • 08/2013 → 05/2017
    Southern Methodist University
    Dallas, TX
  • 07/2017 → 05/2018
    The University Of Texas At Austin
    Austin, TX
  • 04/2023 → Present
    Quadcap Wealth Management
    Frisco, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-03
  • S65 Uniform Investment Adviser Law Examination
    2023-06-03

View on SEC IAPD

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