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Current Employers
Pioneer Wealth Management Group

800 W 5Th St Unit 100-B, Austin, TX 78703 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-11-25
TX RA APPROVED 2024-04-17
  • NM RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2024-04-17

Branch Locations

Albuquerque, NM • United States

800 W 5Th St Unit 100-B, Austin, TX 78703 • 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
OrganizationCityStateFromTo
Dimensional Fund Advisors Austin TX 02/2018 08/2022
University Of New Mexico Albuquerque NM 08/2015 12/2017
Thornburg Investment Management Santa Fe NM 08/2016 12/2016
Kestra Investment Services, Llc Austin TX 09/2022 12/2023
Unemployed Austin TX 01/2024 03/2024
Pioneer Wealth Management Group Austin TX 04/2024 Present
  • 02/2018 → 08/2022
    Dimensional Fund Advisors
    Austin, TX
  • 08/2015 → 12/2017
    University Of New Mexico
    Albuquerque, NM
  • 08/2016 → 12/2016
    Thornburg Investment Management
    Santa Fe, NM
  • 09/2022 → 12/2023
    Kestra Investment Services, Llc
    Austin, TX
  • 01/2024 → 03/2024
    Unemployed
    Austin, TX
  • 04/2024 → Present
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-13
  • S66 Uniform Combined State Law Examination
    2018-07-13
Designations
Other Names
  • Angella Izumi Welcome
  • Angella Welcome

View on SEC IAPD

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