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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-21 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Wealth Solutions Of Texas, Llc | San Antonio | TX | 04/2019 | 03/2020 |
| Renaissance Wealth Management Group Of Texas | San Antonio | TX | 07/2012 | 02/2019 |
| Alliancebernstein | San Antonio | TX | 03/2020 | 03/2022 |
| Willow Tree Builders | San Antonio | TX | 12/2021 | Present |
| Pax Financial Group | San Antonio | TX | 07/2023 | Present |
WILLOW TREE BUILDERS REPRESENTAITON/MARKETING/NETWORKING OWNER SINCE 12/2021 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-27 |
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