CV Securities LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 323246
- Registered since
- September 11, 2023
Firm profile
FINTRXOverview
CV Securities LLC is organized as a limited liability company and is registered with the SEC in 2023. FINTRX classifies the firm as unclassified and identifies the owner type as a domestic entity/individual. Public filings in the snapshot do not specify the firm’s business activities or advisory services. The firm is not listed as a capital allocator, is not identified as an active ESG investor, and is not flagged as a pension consultant or related adviser. It is also not reported as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
David Vorhoff
CEOCRD 2032580
Michael Marr
Managing Director, Chief Operating OfficerCRD 6030349
Contacts
3 of 4
Robert Heilbronner
Managing DirectorCRD 2446370
Timothy Vorhoff
AssociateCRD 6965834
John Stewart
Registered RepresentativeCRD 1785605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 810 N Tumbleweed Trl
- Time zone
- CT (UTC-6)
- Office locations
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