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Greensboro, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
9901 1H10 West Suite 670, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Bankler, Cpa, Ltd | San Antonio | TX | 09/1996 | Present |
| Cssc Investment Advisory Services | San Antonio | TX | 05/2000 | 06/2018 |
| Cssc Brokerage Services, Inc | San Antonio | TX | 03/2007 | 06/2018 |
| Enlighten Finance Llc | San Antonio | TX | 06/2018 | 03/2025 |
| Bankler Advisory Services, Llp | San Antonio | TX | 05/2000 | Present |
| Envision Financial Transparency, Llc | Greensboro | NC | 03/2025 | Present |
1) Bankler Advisory Services, LLP, Investment Related, 9901 IH-10 West Suite 670 San Antonio, TX 78230, Financial Services, Member, 5/31/00, 48 hrs/month during trading hrs; Managerial and Servicing Clients; 2) AICPA, Non-Investment Related, 1211 Avenue of the Americas New York, NY 10036-8775, AICPA's mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public, employers, and clients, Member, 1/1/09, 4 hrs/month during trading hrs; Member; 3) San Antonio CPA Society, Non-Investment Related, 901 NE Loop 410 Ste 420 San Antonio, TX 78209, Supporting professional activities to advance the accounting profession; 4 hrs/month during trading hrs; Member, 3/1/93, Member; 4) San Antonio Hispanic Chamber of Commerce, Non-Investment Related, 200 East Grayson, Suite 203 San Antonio, TX 78212, San Antonio's advocate and resource for Hispanic businesses and Hispanics in business, Member, 1/1/08, 0 hrs/month during trading hrsMembership in Chamber of Commerce - occasionally attend meetings, mixers; 5) Texas Society of CPAs, Non-Investment Related, 14651 Parkway Suite 700 Dallas, TX 75254, State Society of CPAs, Member, 3/1/93, 0 hrs/month during trading hrsMember; 6) Steven Bankler, CPA Ltd, Non-Investment Related, 9901 IH 10 West, Suite 670 San Antonio, TX 78230, CPA Firm, Managing Partner, 7/26/96, 150 hours/month during trading hrs, Managing Partner of Firm, CPA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-14 |
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