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366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-06 |
Branch Locations
366 W Sunset Rd Building 4, San Antonio;, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 06/2014 | 07/2017 |
| Mercer Global Advisors Inc. | Houston | TX | 07/2017 | 08/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2019 | 11/2020 |
| Brent Forrest & Associates, Llc | San Antonio | TX | 10/2018 | Present |
| Unemployed | Houston | TX | 08/2018 | 10/2018 |
1. Brent Forrest & Associates, LLC. Investment Related. 366 W. Sunset Road, Building 4, San Antonio TX 78249. RIA. Associate Planner and research assistant. 10/2018. 30 hours per month. Planning and research.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-26 |
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