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Gina Elizabeth Valorz

Financial Transparency

San Antonio, TX

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Current Employers
Financial Transparency

Greensboro, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

9901 1H10 West Suite 670, San Antonio, TX 78230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1996 → Present
    Steven Bankler, Cpa, Ltd
    San Antonio, TX
  • 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
  • 05/2000 → Present
    Bankler Advisory Services, Llp
    San Antonio, TX
  • 03/2025 → Present
    Envision Financial Transparency, Llc
    Greensboro, NC
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-14
  • S66 Uniform Combined State Law Examination
    2000-08-14
Designations
Other Names
  • Gina Elizabeth Vela
  • Gina Elizabeth Alvarado
  • Gina E Alvarado

View on SEC IAPD

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