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2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2008-11-06 |
Branch Locations
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Life Advisors Llc | San Antonio | TX | 09/2008 | Present |
1). Investment Committee Chair & Board Member, Jewish Federation of San Antonio, starting 06/2020, To lead the committee which oversees the Investment Adviser which manages the endowment funds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-21 |
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