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701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-03-24 |
| TX | RA | APPROVED | 2016-09-28 |
Branch Locations
701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | San Antonio | TX | 02/2012 | Present |
| Raymond James Financial Services Advisors Inc. | San Antonio | TX | 06/2012 | 03/2017 |
| Southwestern Investment Group | San Antonio | TX | 07/2012 | 03/2023 |
| Southwestern Investment Advisory Services | San Antonio | CA | 03/2017 | 03/2023 |
| Le-Vel | New Braunfels | TX | 03/2018 | 12/2020 |
| Gonzalez Wealth Team | San Antonio | TX | 12/2021 | Present |
| Manny Gonzalez Wealth Team | San Antonio | TX | 06/2022 | Present |
| Sagespring Wealth Partners | San Antonio | TX | 11/2022 | Present |
(1) Name of Business: Gonzalez Wealth Team Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: The name of my wealth management team under Southwestern Investment Group (2) Name of Business: Manny Gonzalez Wealth Team Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: Yes Start Date: 06/22/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: The name of my wealth management team under Southwestern Investment Group (3) Name of Business: SageSpring Wealth Partners Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4) Name of Business: Vanbridge Address: 14855 Blanco Rd Ste 203, San Antonio, TX, 78216-7729, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As the agent, my role is to put my client in the best possible carrier based on their insurance needs and health situation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-02 |
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