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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Business Financial Group | San Antonio | TX | 07/2007 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2007 | 10/2019 |
| Financial Life Advisors | San Antonio | TX | 10/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2010 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-29 |
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