Ronnie Cavazos Haim

Current Employers

Employment History

• 03/2009 → 05/2019
  Lpl Financial Llc
  San Antonio, TX
• 01/2012 → 06/2021
  Independent Financial Partners
  San Antonio, TX
• 05/2019 → 06/2021
  Ifp Securities, Llc
  Shavano Park, TX
• 06/2021 → Present
  Capital Alliance Wealth Management, Llc
  San Antonio, TX
• 07/2021 → Present
  The Leaders Group Inc
  Littleton, CO
• 07/2021 → 07/2021
  Partners Wealth Management
  Shavano Park, TX

Previous Registrations

• 2012-02-03 → 2021-06-07
  Independent Financial Partners
  San Antonio, TX
  Shavano Park, TX
• 2009-03-16 → 2012-02-07
  Lpl Financial Llc
  Shavano Park, TX
  San Antonio, TX
• 2006-06-01 → 2009-03-26
  Osaic Fs, Inc.
  San Antonio, TX
• 2004-03-04 → 2006-05-05
  Msi Financial Services, Inc.
  San Antonio, TX
  San Antonio, TX

Other Businesses

1.) CAPITAL ALLIANCE WEALTH MANAGEMENT - 6/1/21 - 131 Lantana Way, San Antonio, TX 78258 - IAR Rep/CCO, Provide financial advice to clients and manage their investment portfolios, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) FIX INSURANCE SALES - 4/15/2023 - 4079 De Zavala Road, San Antonio, TX 78249 - Insurance Agent, Selling and servicing Fixed Universal life Insurance policies, not inv't rel, Selling and servicing Fixed Universal Life Insurance through different carriers. Primarily Lincoln Financial and Pacific Life Life Insurance, 20 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2003-08-12

Other Names

• Ronnie Haim