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AA

Andurea D. Alexander

COMMERCE STREET INVESTMENT MANAGEMENT
DALLAS, TX 75202
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CRD#: 4322618
AA
Andurea Dawn AlexanderCOMMERCE STREET INVESTMENT MANAGEMENT

Professional summary


Andurea Dawn Alexander, who also goes by Andurea D Shotwell, Andurea Dawn Shotwell, is a registered financial advisor currently at COMMERCE STREET INVESTMENT MANAGEMENT located in Dallas, Texas and COMMERCE STREET CAPITAL, LLC located in Dallas, Texas.

Andurea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Andurea has worked at 12 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Aliases


Andurea D Shotwell | Andurea Dawn Shotwell

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.
The advisor shows no other business activity.

Blog Corner


0

CRS (Client Relationship Summary) - RIA


Click below to view Andurea Dawn Alexander's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 11, 2026 - Present

COMMERCE STREET INVESTMENT MANAGEMENT

Office #1: 1445 Ross Avenue, Suite 2700, Dallas, TX 75202
RIA
CRD#: 144278
DALLAS, TX
Current

February 9, 2026 - Present

COMMERCE STREET CAPITAL, LLC

Office #1: 1445 Ross Ave. Suite 2700, Dallas, TX 75202
BD
CRD#: 143797
DALLAS, TX
Past

May 27, 2022 - March 7, 2024

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
DALLAS, TX
Past

October 7, 2019 - March 7, 2024

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA
CRD#: 283004
Dallas, TX
Past

October 7, 2019 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
DALLAS, TX
Past

December 27, 2016 - January 12, 2018

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Dallas, TX
Past

December 1, 2016 - January 12, 2018

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Dallas, TX
Past

October 15, 2015 - September 12, 2016

MIAI, INC.

RIA
CRD#: 111695
DALLAS, TX
Past

October 8, 2015 - September 12, 2016

MAPLEWOOD INVESTMENTS, INC.

BD
CRD#: 103723
DALLAS, TX
Past

August 17, 2010 - March 6, 2015

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
DALLAS, TX
Past

June 27, 2008 - April 21, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BROOKFIELD, WI
Past

July 29, 2005 - April 21, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

December 7, 2004 - June 24, 2005

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX

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".
CS
COMMERCE STREET INVESTMENT MANAGEMENT
CLARIS CAPITAL PARTNERS | COMMERCE STREET PEAK ADVISORS | COMMERCE STREET INVESTMENT MANAGEMENT | COMMERCE STREET INVESTMENT ADVISOR, LLC

CRD#: 144278 / SEC#: 801-68792

RIA
Registered Investment Advisory firm - (1/22/2008 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(2/11/2026)
IAR
Texas
(2/11/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/25/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2026
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CS
COMMERCE STREET INVESTMENT MANAGEMENT
CLARIS CAPITAL PARTNERS | COMMERCE STREET PEAK ADVISORS | COMMERCE STREET INVESTMENT MANAGEMENT | COMMERCE STREET INVESTMENT ADVISOR, LLC

CRD#: 144278 / SEC#: 801-68792

RIA
Registered Investment Advisory firm - (1/22/2008 Approved)
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Contact information


Main Address
1445 Ross Avenue, Suite 2700, Dallas, TX 75202
Mailing Address
Phone number
(214) 545-6800
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (16 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANNUAL AMENDED FORM ADV PART 2A BROCHURE- MARCH 2025 (3/26/2025)

Regulatory assets under management


Total Number of Accounts76
AUM (Assets Under Management)$ 876,451,597

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COMMERCE STREET INVESTMENT MANAGEMENT

CRD#: 144278Dallas, TX 75202

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