Waterview Securities, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 147300
- Registered since
- September 16, 2008
- Website
- waterview-ib.com
Firm profile
FINTRXOverview
Waterview Securities, Inc. is a corporation that registered with the SEC in 2008 and is privately owned by an individual. The firm is listed as unclassified in the available dataset and does not identify itself as a capital allocator. The record also flags that Waterview Securities is not an active ESG investor and does not operate as a multi-state adviser. FINTRX’s profile contains very limited operational detail: the firm did not provide information on its business activities, advisory services, or client types. That lack of disclosure constrains any assessment of its market positioning or service offering beyond the basic corporate and regulatory facts above.
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
Contacts
3 of 3Robert Hamm
Managing DirectorCRD 4294222
Larry Starks
FounderCRD 4297708

Shelby Laidlaw
Vice PresidentCRD 6816319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12770 Coit Rd
- Time zone
- CT (UTC-6)
- Office locations
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