Steven Bankler

Current Employers

Employment History

• 05/2000 → 06/2018
  Cssc Investment Advisory Services
  San Antonio, TX
• 03/2007 → 06/2018
  Cssc Brokerage Services, Inc.
  San Antonio, TX
• 06/2018 → 03/2025
  Enlighten Finance Llc
  San Antonio, TX
• 01/1977 → Present
  Steven Bankler, Cpa, Ltd
  San Antonio, TX
• 09/1999 → Present
  Bankler Advisory Services, Llp
  San Antonio, TX
• 03/2025 → Present
  Envision Financial Transparency, Llc
  Greensboro, NC

Previous Registrations

• 2018-07-06 → 2025-03-14
  Enlightened Finance Llc
  San Antonio, TX
• 2001-01-26 → 2018-09-04
  Trustee Empowerment & Protection, Inc.
  San Antonio, TX

Other Businesses

1) Steven Bankler, CPA, non-investment related, 9901 IH-10 West, Suite 670, San Antonio, TX 78230, CPA, Owner, 1/3/77, 144 hrs/month during trading hours; Owner of company; 2) Bankler Advisory Services, LLP, investment related, 9901 IH-10 West, Suite 670, San Antonio, TX 78230, financial services, Manager/Owner, 5/31/00, 48 hrs/month during trading hours; managerial and servicing clients; 3) IAPA, non-investment related, First Floor Sequel House, The Hart, Furnham, Surrey GU9 7HW, UK, International Association of CPA Firms, US Region's International Representative, 5/23/14, 2 hrs/month during trading hours; member of the International Board of Directors; 4) Forensic Expert Witness Association, non-investment related, 10820 Beverly Blvd A5, Whittier, CA 90601, organization promoting expert witnesses, provides referral directory and continuing professional education; Member, 1/1/09; 4 hrs/month during trading hours; 5) IRS Practitioner Liaison Counsel, non-investment related, 300 E 8th Street, Austin, TX 78701, IRS meets with tax practitioners semi-annually, member, 1/3/05, 0 hrs/month during trading hours; attends meetings; 6) American Institute of CPAs, non-investment related, 220 Leigh Farm Road, Durham, NC 27707, national organization of CPAs, member, 9/1/77; 0 hrs/month during trading hours; 7) San Antonio Chapter of TX Society of CPAs, non-investment related, 901 NE Loop 410, Ste 420, San Antonio, TX 78209, local CPA chapter of TX Society of CPAs, member, 9/1/77; 2 hrs/month during trading hours; 8) Texas Society of CPAs, non-investment related, 14651 Dallas Parkway, Suite 700, Dallas, TX 75254, Texas CPA membership organization, member, 9/1/77; 2 hrs/month during trading hours; 9) The Alternate Board, non-investment related, 12015 Radium St #100, San Antonio, TX 78216, business coaching, member, 6/1/04, 5 hrs/month during trading hours; attends meetings. 10) Exit Planners Exchange - San Antonio Chapter, non-investment related, 15600 San Pedro, Suite 200, San Antonio, TX 78232, member, 2/1/18, _3_ hrs/month during trading hours; attends meetings.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-23

Designations