JR
Joe C. Rust
DAVIDSON CAPITAL MANAGEMENT,
SAN ANTONIO, TX 78216
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CRD#: 2674322
JR
Professional summary
Joe Carroll Rust JR, AIF®, who also goes by (jr) Joe Carroll Rust, Joey Rust, is a registered financial advisor currently at DAVIDSON CAPITAL MANAGEMENT, INC located in San Antonio, Texas.
Joe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Joe has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
(jr) Joe Carroll Rust | Joey Rust
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VICE PRESIDENT AND 49% OWNER OF ALAMO CITY ANGELS, LLC, AUGUST 25, 2016 START DATE, 720 CANTEBURY HILL, SAN ANTONIO, TX 78209, BARTENDING AND PROMOTIONS BUSINESS, SPEND APPROXIMATELY 3 TO 4 HOURS A WEEK MARKETING THE PRODUCT FOR PRIVATE PARTIES. Beginning in May 2021 I act on behalf of St Andrews United Methodist Church, 722 Robinhood Place, San Antonio, Texas 78209, as an authorized individual on their 501(c)(3) Brokerage Account and their Legacy/Foundation fund. I work with others on an Investment Committee assisting in portfolio management and I am authorized to execute trades in either the Brokerage Account or Legacy/Foundation fund if needed. I am not compensated for this activity. Though this entity does not operate as an investment related activity, my role on the Investment Committee is investment related in that I contribute to the investment decision making process as well as execute trades on behalf of the Brokerage Account and Legacy/Foundation Funds. I spend approximately 4 hours per month on this activity which is performed weekdays after 3:00pm.
CRS (Client Relationship Summary) - RIA
Click below to view Joe Carroll Rust JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
July 11, 2017 - Present
DAVIDSON CAPITAL MANAGEMENT, INC
Office #1: 9601 Us Hwy 281 N Suite 1230, San Antonio, TX 78216RIA
CRD#: 112232
SAN ANTONIO, TX
Past
October 22, 2011 - July 3, 2017
DOMINION PORTFOLIO MANAGEMENT, INC.
RIA
CRD#: 106918
SAN ANTONIO, TX
Past
March 14, 2007 - July 3, 2017
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
SAN ANTONIO, TX
Past
July 16, 2002 - March 1, 2007
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
Past
May 8, 2000 - June 26, 2002
ALLIANCEBERNSTEIN INVESTMENTS, INC.
BD
CRD#: 14549
NASHVILLE, TN
Past
April 30, 1999 - March 8, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
November 13, 1997 - May 6, 1999
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
December 7, 1995 - December 20, 1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
December 7, 1995 - December 20, 1996
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DAVIDSON CAPITAL MANAGEMENT, INC
DAVIDSON CAPITAL MANAGEMENT, INC | DAVIDSON CAPITAL MANAGEMENT, INC.
CRD#: 112232 / SEC#: 801-60519
RIA
Registered Investment Advisory firm - (8/29/2001 Approved)Texas
Registered Investment Advisory firm - (8/29/2001 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/11/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DC
DAVIDSON CAPITAL MANAGEMENT, INC
DAVIDSON CAPITAL MANAGEMENT, INC | DAVIDSON CAPITAL MANAGEMENT, INC.
CRD#: 112232 / SEC#: 801-60519
RIA
Registered Investment Advisory firm - (8/29/2001 Approved)Texas
Registered Investment Advisory firm - (8/29/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5350 South Staples, Suite 434, Corpus Christi, TX 78411
Mailing Address
Phone number
(361) 906-0070
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 871 |
| AUM (Assets Under Management) | $ 567,908,265 |
Red Flags
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Company Information
DAVIDSON CAPITAL MANAGEMENT, INC
CRD#: 112232San Antonio, TX 78216TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
