VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
Legal name: CPF TEXAS
CRD #122484 SEC #801-80920 PLANO, TX 214-696-2323
SEC Registered
Total AUM
$233M
Discretionary
$233M
Employees
12
Clients
101
Accounts
527
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FERNANDEZ, RUDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARLAN, LESLI, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| KNIPPA, THOMAS, ANDREW | I | CHIEF PLANNING OFFICER | NA | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | NA | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | NA | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SCHUPBACH, MARK, STEVEN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO/CCO | B | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | A | Control |
| LIPPER, CHRISTOPHER, JOEL | I | PRESIDENT/CIO | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
| SPENCE, ADAM, BARRETT | I | CLIENT ADVISOR | A | Control |
Registrations
Federal
IA
Mar 13, 2018 REGISTERED
Notice Filings (5)
CA CO LA OK TX
Address
2500 DALLAS PARKWAYSUITE 495
PLANO, TX 75093
United States
Phone: 214-696-2323