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Advisor at SENDERO WEALTH MANAGEMENT, LLC
SAN ANTONIO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SENDERO WEALTH MANAGEMENT, LLC | Independent wealth | Jul 7, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| MASTRAPASQUA ASSET MANAGEMENT | n/a | May 23, 2007 | Jul 21, 2009 | no | NASHVILLE, TN | Previous registration |
| SOUTH TEXAS MONEY MANAGEMENT, LTD. | Former SEC adviser | Aug 25, 2006 | Apr 30, 2007 | no | SAN ANTONIO, TX | Previous registration |
| MASTRAPASQUA ASSET MANAGEMENT | n/a | Jul 11, 2006 | Jan 8, 2007 | no | SAN ANTONIO, TX | Previous registration |
| ADVISORS ASSET MANAGEMENT, INC. | Mixed wealth | Oct 25, 2004 | Apr 6, 2005 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MASTRAPASQUA ASSET MANAGEMENT | SENDERO WEALTH MANAGEMENT, LLC | Jul 21, 2009 | Jul 7, 2025 | 5,830 | Firm change after gap | Other |
| SOUTH TEXAS MONEY MANAGEMENT, LTD. | MASTRAPASQUA ASSET MANAGEMENT | Apr 30, 2007 | May 23, 2007 | 23 | Firm change | Other |
| MASTRAPASQUA ASSET MANAGEMENT | SOUTH TEXAS MONEY MANAGEMENT, LTD. | Jan 8, 2007 | Aug 25, 2006 | -136 | Firm change after gap | Other |
| ADVISORS ASSET MANAGEMENT, INC. | MASTRAPASQUA ASSET MANAGEMENT | Apr 6, 2005 | Jul 11, 2006 | 461 | Firm change after gap | Other |