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Karla Alvarez Dominguez

Westwood Wealth Management

Dallas, TX

Houston, TX

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Current Employers
Westwood Wealth Management

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-26
  • TX RA
    APPROVED
    Since 2024-06-26

Branch Locations

200 Crescent Court Suite 1200, Dallas, TX 75201 • United States

10000 Memorial Drive, Suite #650, Houston, TX 77024 • 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
Westwood Trust Houston TX 05/2020 Present
Legacy Trust Company Houston TX 07/2017 05/2020
Jpmorgan Chase Bank Houston TX 01/2011 06/2017
  • 05/2020 → Present
    Westwood Trust
    Houston, TX
  • 07/2017 → 05/2020
    Legacy Trust Company
    Houston, TX
  • 01/2011 → 06/2017
    Jpmorgan Chase Bank
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26
Other Names
  • Karla Alvarez

View on SEC IAPD

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