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7550 W Interstate 10 Suite 800-1459, San Antonio, TX 78229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
7550 W Interstate 10 Suite 800-1459, San Antonio, TX 78229 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 04/2018 | 09/2018 |
| Bank Of America, N.A. | San Antonio | TX | 04/2018 | 09/2018 |
| Massmutual Life Insurance Company | San Antonio | TX | 07/2015 | 12/2022 |
| Mml Investors Services, Llc | San Antonio | TX | 10/2018 | 12/2019 |
| Visionary Financial | San Antonio | TX | 06/2017 | Present |
| Equitable Advisors, Llc | New York | NY | 06/2019 | 08/2021 |
| Mml Investors Services, Llc | San Antonio | TX | 03/2022 | 12/2022 |
| Visionary Wealth Partners Llc | San Antonio | TX | 12/2023 | Present |
| Aries Consulting | San Antonio | TX | 01/2013 | 12/2023 |
(1) NAME: VISIONARY FINANCIAL INV REL: Y ADD: RESIDENTIAL NATURE: LIFE, DISABILITY, EMPLOYEE BENEFITS, PROPERTY AND CASUALTY, FIXED ANNUITIES, HEALTH POSITION: INDEPENDENT INSURANCE AGENT START DATE: 05/01/2015 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 3. DESCRIBE DUTIES: SELLING INSURANCE - VARIOUS CARRIERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-19 |
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