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18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-06 |
Branch Locations
18911 Hardy Oak Blvd Suite 226, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadway Bank Wealth Management | San Antonio | TX | 03/2015 | 03/2018 |
| The Bank Of San Antonio Wealth Advisors | San Antonio | TX | 04/2018 | 07/2018 |
| Financial Life Advisors | San Antonio | TX | 10/2018 | 08/2023 |
| Lifetime Financial Planners Llc | San Antonio | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-14 |
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