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23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 11/2012 | 07/2020 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 11/2012 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 07/2020 |
| Gwm Advisors, Llc | New Orleans | LA | 07/2020 | 11/2022 |
| New Edge Advisors, Llc | San Antonio | TX | 07/2020 | 11/2022 |
| Avid Wealth Partners, Llc | San Antonio | TX | 11/2022 | Present |
Avid Risk Management, Investment Related, San Antonio, Texas, Insurance and Financial Planning, Licensed Insurance Agent, 07/16/2020, Hours per month: 20, Hours per month during business securities trading: 20, Sales and service of insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-11 |
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