Inactive

Angel Melgoza

Financial Life Advisors

San Antonio, TX

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Current Employers

Financial Life Advisors

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-24

TX RA
APPROVED

Since 2026-06-24

Branch Locations

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248 • 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

Organization	City	State	From	To
Financial Life Advisors, Llc	San Antonio	TX	06/2012	10/2018
Mylife Financial, Llc	Mcallen	TX	06/2016	12/2022
Lone Star National Bank	Mcallen	TX	12/2018	12/2020
Lpl Financial Llc	Mcallen	TX	08/2020	12/2020
Your Richest Life	Rockwall	TX	03/2021	12/2021
Origin Financial	San Francisco	CA	01/2022	12/2022
Yfp Planning	Edinburg	TX	12/2022	06/2026
Financial Life Advisors, Llc	San Antonio	TX	06/2026	Present

06/2012 → 10/2018

Financial Life Advisors, Llc

San Antonio, TX
06/2016 → 12/2022

Mylife Financial, Llc

Mcallen, TX
12/2018 → 12/2020

Lone Star National Bank

Mcallen, TX
08/2020 → 12/2020

Lpl Financial Llc

Mcallen, TX
03/2021 → 12/2021

Your Richest Life

Rockwall, TX
01/2022 → 12/2022

Origin Financial

San Francisco, CA
12/2022 → 06/2026

Yfp Planning

Edinburg, TX
06/2026 → Present

Financial Life Advisors, Llc

San Antonio, TX

Previous Registrations

2023-01-04 → 2026-06-23

Yfp Wealth

New Albany, OH

Edinburg, TX
2021-10-28 → 2023-12-14

Mylife Financial

Edinburg, TX
2022-06-09 → 2022-12-02

Origin Investment Advisory Llc

Sarasota, FL

Edinburg, TX
2022-01-04 → 2022-06-09

Origin Investment Advisory Llc

Edinburg, TX

Sarasota, FL
2021-07-09 → 2022-01-03

Your Richest Life

Edinburg, TX

Plano, TX
2020-08-18 → 2020-12-22

Lpl Financial Llc

Mcallen, TX
2016-08-11 → 2019-03-29

Mylife Financial

Edinburg, TX
2013-02-18 → 2018-11-13

Financial Life Advisors

San Antonio, TX

Mcallen, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2020-09-25
S65	Uniform Investment Adviser Law Examination	2013-02-16

S63 Uniform Securities Agent State Law Examination

2020-09-25
S65 Uniform Investment Adviser Law Examination

2013-02-16

Designations

Other Names

Angel Melgosa
Angel Melgosa

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ROCKEFELLER FINANCIAL LLC

PARK AVENUE SECURITIES LLC

RBC CAPITAL MARKETS, LLC

KESTRA ADVISORY SERVICES, LLC

TITLEIST ASSET MANAGEMENT, LLC

ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater

ABIGAIL CLAUDIO-JACKSON

JASON MATTHEW PORTER

John David Carrillo

Klinton Chi-Chuen Law

Erik Carl Munson

Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX

1900 WEALTH · SAN ANTONIO, TX

ROCKEFELLER FINANCIAL LLC · San Antonio, TX

PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX

RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX

KESTRA ADVISORY SERVICES, LLC · San Antonio, TX

TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

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