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4639 Corona Dr Ste 9, Corpus Christi, TX 78411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-15 |
Branch Locations
4639 Corona Dr Ste 9, Corpus Christi, TX 78411 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonewater Wealth Management Inc | Granbury | TX | 07/2012 | Present |
CFO FINANCIAL LLC, COMMENCED 08/2003, LLC, SPENDS 160 HOURS PER MONTH, 100% OWNERSHIP, AGENT/OWNER; MONEY CENTRAL INC, MORTGAGE SERVICES, COMMENCED 01/2006, CORP, SPENDS 80 HOURS PER MONTH, 49% OWNERSHIP, AGENT. BOSQUE FINANCIAL, INC. SINCE 1/1/2009, ACCOUNTING, INSURANCE, MORTGAGE, AGENT/OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-21 |
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