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SHELLY HALASZ ROLF
Michelle Halasz, SHELLY ROLF, Michelle Rolf
CRD#: 6324043
IA
Investment Adviser
B
Broker
CAPTRUSTCRD#: 175112 1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
CAPFINANCIAL SECURITIES, LLC.CRD#: 126291 1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2021 (6 years)2 FIRMS2021 - 2024 (2 years)2 FIRMS2024 - Present (<1 year)
License(s)

State Registrations

IA
Texas 4/29/2024

B
Texas 7/30/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
CAPFINANCIAL SECURITIES, LLC. (CRD#:126291)
1826 North Loop 1604 West, Suite 260, San Antonio, TX 78248
Registered with this firm since 7/30/2024

IA
CAPTRUST (CRD#:175112)
1826 North Loop 1604 West, Suite 260, San Antonio, TX 78248
Registered with this firm since 4/29/2024

Previous Registration(s)
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IA
08/30/2021 - 04/22/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) San Antonio, TX
B
08/30/2021 - 04/22/2024 AMERIPRISE FINANCIAL SERVICES, LLC (CRD#:6363) San Antonio, TX
IA
09/11/2015 - 09/01/2021 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) San Antonio, TX
B
06/02/2015 - 09/01/2021 CUNA BROKERAGE SERVICES, INC. (CRD#:13941) San Antonio, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.