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Todd W. Cowle

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CRD#: 724275
TC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd William Cowle was a registered financial advisor .

Todd is a previously registered financial advisor and started their career in finance in 1981. Todd had worked at 10 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 13, 2003 - June 22, 2009

SOUTHWEST TEXAS CAPITAL, L.L.C

BD
CRD#: 104200
PLANO, TX
Past

April 11, 2002 - January 7, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
PLANO, TX
Past

January 4, 2001 - January 7, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

October 3, 1998 - January 8, 2001

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY
Past

March 25, 1997 - October 8, 1998

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

December 2, 1994 - March 26, 1997

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

September 8, 1992 - November 16, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 14, 1984 - August 31, 1992

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 24, 1982 - September 27, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 5, 1981 - August 23, 1982

JII SECURITIES INC.

BD
CRD#: 406
Past

February 23, 1981 - May 1, 1981

VERRILLI ALTSCHULER SCHWARTZ INC.

BD
CRD#: 7203

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


ST
SOUTHWEST TEXAS CAPITAL, L.L.C
BROKERDEALS.COM, L.L.C. | SWTCAPITAL, LLC | SW TEXAS CAPITAL, LLC | SOUTHWEST TEXAS CAPITAL, LLC | SOUTHWEST TEXAS CAPITAL, L.L.C | GALLAMORE AND LIGHTFOOT FINANCIAL | GALLAMORE & LIGHTFOOT FINANCIAL GROUP, LLC | GALLAMORE & LIGHTFOOT FINANCIAL GROUP | BROKERDEALS.COM,LLC DBA GALLAMORE AND LIGHTFOOT FINANCIAL GROUP

CRD#: 104200 / SEC#: , 8-52670

BD
Terminated by SEC on 10/06/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 05/18/2000
Firm type
Limited Liability Company
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
SOUTHWEST TEXAS CAPITAL, INC.OWNER
GALLAMORE, CHARLES LEEPRESIDENT & CEO + SEC. + CCO2443271
HILL, JERRY MOOREFIN OP3357
QUICK, DAVID JAMESMANAGING PARTNER- PRINCIPAL2236190
TSALIS, MARIA LEAPRINCIPAL-BRANCH MANAGER1946496

Disclosures


Regulatory Event2

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


SOUTHWEST TEXAS CAPITAL, L.L.C

CRD#: 104200

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