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KIM CORNWELL
KIM FAWCETT, KIM HERSHEY, KIM C OWEN, KIM CORNWELL OWEN, KIM OWEN
CRD#: 868361
IA
Investment Adviser
CAPTRUSTCRD#: 175112 700 N. St. Mary's Street
Suite 100
San Antonio, TX 78205
Registration History
199820002002200420062008201020122014201620182020202220242026IACAPTRUST (CRD# 175112)2019 - Present (5 years)IASOUTH TEXAS MONEY MANAGEMENT, LTD. (CRD# 112188)2013 - 2019 (6 years)IAM. E. ALLISON & CO., INC. (CRD# 1047)2012 - 2013 (1 year)IAAUSTIN CALVERT & FLAVIN INC (CRD# 107301)2009 - 2010 (<1 year)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2003 - 2007 (3 years)IANATHAN & LEWIS SECURITIES, INC. (CRD# 8503)1998 - 2002 (4 years)
License(s)

State Registrations

IA
Texas 10/3/2019

Current Registration(s)
IA
CAPTRUST (CRD#:175112)
700 N. St. Mary's Street Suite 100, San Antonio, TX 78205
Registered with this firm since 10/3/2019

Previous Registration(s)
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IA
09/05/2013 - 12/02/2019 SOUTH TEXAS MONEY MANAGEMENT, LTD. (CRD#:112188) SAN ANTONIO, TX
IA
06/29/2012 - 08/20/2013 M. E. ALLISON & CO., INC. (CRD#:1047) SAN ANTONIO, TX
IA
08/06/2009 - 07/09/2010 AUSTIN CALVERT & FLAVIN INC (CRD#:107301) NASHVILLE, TN
IA
12/12/2003 - 09/11/2007 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) PHOENIX, AZ
IA
09/15/1998 - 12/10/2002 NATHAN & LEWIS SECURITIES, INC. (CRD#:8503) CORNING, NY
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Disclosures
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