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Benjamin David Gurwitz

Financial Life Advisors

San Antonio, TX

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Current Employers
Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-11-06
  • TX RA
    APPROVED
    Since 2008-11-06

Branch Locations

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • 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
Financial Life Advisors Llc San Antonio TX 09/2008 Present
  • 09/2008 → Present
    Financial Life Advisors Llc
    San Antonio, TX
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-21
  • S63 Uniform Securities Agent State Law Examination
    2003-11-21
Designations

View on SEC IAPD

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