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6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
Branch Locations
6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliance Financial Partners | San Antonio | TX | 03/2024 | Present |
| Coppell Advisory Solutions Llc | Coppell | TX | 06/2024 | 12/2024 |
| Hurley Elder Care Law | Atlanta | GA | 03/2014 | 02/2024 |
| S&D Financial, Llc | San Antonio | TX | 12/2024 | Present |
Insurance agent at reliance - approximately 20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-07 |
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