AP
Angelica Parra
REQUISITE CAPITAL MANAGEMENT LLC
Dallas, TX 75219
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CRD#: 3166392
AP
Professional summary
Angelica Parra, who also goes by Angie Parra, is a registered financial advisor currently at REQUISITE CAPITAL MANAGEMENT LLC located in Dallas, Texas.
Angelica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Angelica has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angie Parra
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.
1) PARRADAME FAMILY LIMITED PARTNERSHIP, PASSIVE LIMITED PARTNER IN PROPERTY MANAGEMENT. ONE HOUR MONTHLY. 2) LITTLE FOREST HILLS NEIGHBORHOOD ASSOC./2 HRS. PER MONTH/VICE PRESIDENT/MAINTAINING THE MEMBERSHIP DATABASE AND LOGGIN IN ATTENDANCE AT MEETINGS. 3) ARBITRON INC / RADIO AND TV RATINGS RESEARCH / 1950 N STEMMONS FRWY DALLAS, TX 75207 / RESEARCH ASSOCIATE / START DATE 07/11/2010 . 4) LAKEWOOD COUNTRY CLUB / COUNTRY CLUB / 6430 GASTON AVE DALLAS, TX 75214 / WINE ROOM WINE SERVER / START DATE 05/12/2012. 5) Junior Players / 4054 McKinney Ave Ste 104 Dallas, TX 75204 / Company/ Charities, Cultural, Educational & Political Organisations / Arts Education / Member of Board of Directors / / Board Directorship / Start Date 1/1/14-1/1/20 / Occasional Board meetings during my lunch hour 6) Amazon Flex / 33333 Lyndon B Johnson Fwy Dallas,Texas 75241 / No/ Publicly Traded / USD / No / No / / Start Date 5/7/16 / 7) Catch Up and Read / 3001 Knox St Ste 207 Dallas,Texas 75205 / Other/ Education / Catch Up & Read works with leadership to develop a campus wide priority for literacy throughout the school day. Catch Up & Read recognizes that low performing students require additional time and repetition in order to master reading concepts. / Member of Advisory Board / Governance / Start Date 10/19/2016/ 501(c)3 non-profit organization
CRS (Client Relationship Summary) - RIA
Click below to view Angelica Parra'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®
NoneExperience
Current
June 16, 2017 - Present
REQUISITE CAPITAL MANAGEMENT LLC
Office #1: 4001 Maple Avenue Suite 290, Dallas, TX 75219RIA
CRD#: 283107
Dallas, TX
Past
June 22, 2017 - December 31, 2018
PWP SECURITIES LLC
BD
CRD#: 171349
Dallas, TX
Past
March 11, 2017 - June 27, 2017
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
DALLAS, TX
Past
August 6, 2009 - June 27, 2017
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
DALLAS, TX
Past
June 21, 2007 - August 6, 2009
NYLIFE SECURITIES LLC
BD
CRD#: 5167
DALLAS, TX
Past
March 4, 2005 - June 4, 2007
VCA SECURITIES, LP
BD
CRD#: 130748
DALLAS, TX
Past
October 3, 2001 - March 9, 2005
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
February 10, 1999 - June 29, 2001
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
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".
RC
REQUISITE CAPITAL MANAGEMENT LLC
REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC
CRD#: 283107 / SEC#: 801-110215
RIA
Registered Investment Advisory firm - (6/2/2017 Approved)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(6/16/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RC
REQUISITE CAPITAL MANAGEMENT LLC
REQUISITE CAPITAL MANAGEMENT LLC | SPRING ADVISORS, LLC
CRD#: 283107 / SEC#: 801-110215
RIA
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Contact information
Main Address
4001 Maple Avenue Suite 290, Dallas, TX 75219
Mailing Address
Phone number
(469) 373-3399
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 1,987,793,761 |
Red Flags
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Company Information
REQUISITE CAPITAL MANAGEMENT LLC
CRD#: 283107Dallas, TX 75219TRUST BUT VERIFY
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