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Michael Samuel Srulowitz

Heritage Haus Wealth Partners LLC

New Braunfels, TX

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Current Employers
Heritage Haus Wealth Partners Llc

2115 Stephens Place Suite 530, New Braunfels, TX 78130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

2115 Stephens Place Suite 530, New Braunfels, TX 78130 • 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
First Command Financial Planning, Inc. Fort Worth TX 01/2008 08/2019
First Command Financial Services, Inc. Fort Worth TX 01/2008 08/2019
First Command Advisory Services Fort Worth TX 12/2015 08/2019
Teamwork Financial Advisors San Antonio TX 08/2019 07/2026
Heritage Haus Wealth Partners Llc New Braunfels TX 07/2026 Present
  • 01/2008 → 08/2019
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2008 → 08/2019
    First Command Financial Services, Inc.
    Fort Worth, TX
  • 12/2015 → 08/2019
    First Command Advisory Services
    Fort Worth, TX
  • 08/2019 → 07/2026
    Teamwork Financial Advisors
    San Antonio, TX
  • 07/2026 → Present
    Heritage Haus Wealth Partners Llc
    New Braunfels, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-18
S63 Uniform Securities Agent State Law Examination 2008-03-21
  • S65 Uniform Investment Adviser Law Examination
    2008-06-18
  • S63 Uniform Securities Agent State Law Examination
    2008-03-21

View on SEC IAPD

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OFG FINANCIAL SERVICES, INC. · NEW BRAUNFELS, TX
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