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5315 N. Mccoll, Mcallen, TX 78504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renya Financial | Mcallen | TX | 02/2001 | Present |
| Walter J. Reyna, Inc. | Mcallen | TX | 01/2005 | Present |
| Lincoln Financial Securities Corp. | Mcallen | TX | 05/2001 | 03/2022 |
| J.W. Cole Financial, Inc | Tampa | FL | 03/2022 | Present |
(1) Walter J. Reyna, Inc; DBA; Investment Related; 5315 North McColl, McAllen, TX 78504; President; DBA outside RIA and Fixed Insurance; Securities, Insurance Services, Financial Planning; Start date 1/2001, DBA 9/2007; 150 hr/mo, 150 hr/mo during trading. (2) Efraim James, LLC; Not investment related; Real Estate Development; 1620 Wisteria Ave, McAllen, TX 78504; Partner, Accounting, tracking payments, picking building materials; Start 4/20/2016; 10 hrs/mo, 4 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-30 |
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