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Sydney Rose Holleron

Quadcap Wealth Management, LLC

Frisco, TX

CRD 7760309

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Employer firm

Quadcap Wealth Management, LLC CRD 151490

$1.34B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • TAX PREPARATION, TRUSTEE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Quadcap Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-19
  • TX RA
    APPROVED
    Since 2025-02-19

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
Tigris Real Estate Llc Lubbock TX 03/2022 03/2024
360 Wealth Planners Addison TX 06/2023 08/2023
Lubbock Little Ones Lubbock TX 10/2021 03/2022
Cyclebar Frisco TX 05/2021 08/2021
Ratliff Hardscape Lewisville TX 08/2019 01/2020
Goldman Sachs Irving TX 03/2024 02/2025
Hebron High School Lewisville TX 08/2016 05/2020
Killian Middle School Carrollton TX 08/2013 05/2016
Texas Tech University Lubbock TX 08/2020 12/2023
Quadcap Wealth Management, Llc Frisco TX 02/2025 Present
  • 03/2022 → 03/2024
    Tigris Real Estate Llc
    Lubbock, TX
  • 06/2023 → 08/2023
    360 Wealth Planners
    Addison, TX
  • 10/2021 → 03/2022
    Lubbock Little Ones
    Lubbock, TX
  • 05/2021 → 08/2021
    Cyclebar
    Frisco, TX
  • 08/2019 → 01/2020
    Ratliff Hardscape
    Lewisville, TX
  • 03/2024 → 02/2025
    Goldman Sachs
    Irving, TX
  • 08/2016 → 05/2020
    Hebron High School
    Lewisville, TX
  • 08/2013 → 05/2016
    Killian Middle School
    Carrollton, TX
  • 08/2020 → 12/2023
    Texas Tech University
    Lubbock, TX
  • 02/2025 → Present
    Frisco, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-17
  • S66 Uniform Combined State Law Examination
    2024-07-17

View on SEC IAPD

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