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2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
2634 Kerrybrook Ct. Suite 106, San Antonio, TX 78230 • United States
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Senior Advisory Benefits, Llc | San Antonio | TX | 01/2003 | 08/2021 |
| Hanna & Associates Llc, Dba Hanna Wealth Advisors | San Antonio | TX | 08/2021 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 01/2015 | 05/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2016 | 09/2025 |
| Capstone Investment Group, Llc | San Antonio | TX | 09/2025 | Present |
HANNA WEALTH ADVISORS IS THE DBA FOR INSURANCE AGENCY BUSINESS; INVESTMENT-RELATED; 2634 KERRY BROOK CA, SAN ANTONIO, TEXAS; INSURANCE AGENT, OWNER WITH NOW ONLY ABOUT 50% OF MY TIME WILL BE DEVOTED TO THE AGENCY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-04 |
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