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Current Employers
Reliance Wealth Management

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-07
  • TX RA
    APPROVED
    Since 2025-02-07

Branch Locations

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States

6827 Camp Bullis Rd. Ste. 402, San Antonio, TX 78256 • 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
Gibbs Wealth Management, Llc Alpharetta GA 05/2020 05/2022
Visionary Wealth Management, Llc Alpharetta GA 04/2021 07/2021
Coppell Advisory Solutions Llc Dallas TX 08/2021 07/2024
Reliance Financial Partners San Antonio TX 09/2012 Present
S&D Financial, Llc San Antonio TX 09/2024 Present
B&S Performance And Tuning Llc La Vernia TX 07/2020 Present
  • 05/2020 → 05/2022
    Alpharetta, GA
  • 04/2021 → 07/2021
    Visionary Wealth Management, Llc
    Alpharetta, GA
  • 08/2021 → 07/2024
    Dallas, TX
  • 09/2012 → Present
    Reliance Financial Partners
    San Antonio, TX
  • 09/2024 → Present
    S&D Financial, Llc
    San Antonio, TX
  • 07/2020 → Present
    B&S Performance And Tuning Llc
    La Vernia, TX
Previous Registrations
  • 2021-08-30 → 2025-07-24
    San Antonio, TX
    Dallas, TX
  • 2020-05-18 → 2022-05-27
    Kerrville, TX
    San Antonio, TX
    San Antonio, TX
    Alpharetta, GA
  • 2021-04-20 → 2021-08-11
    Visionary Wealth Management, Llc
    Alpharetta, GA
    San Antonio, TX
Other Businesses

1) Reliance Financial Partners; investment-related; at reported business location(s); annuity and insurance sales; VP of Operations; 09/01/2012; 160 hours/month; 160hours/month during securities trading hours; duties: VP of Operations. 2) B&S Performance and Tuning LLC; not investment-related; La Vernia, TX; automotive tuning; Owner; 07/21/2020; 36 hours/month; 16 hours/month during securities trading hours; duties: Social media marketing, business operations, human resources

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-08
  • S65 Uniform Investment Adviser Law Examination
    2020-05-08
Other Names
  • Sabrina Amy Lennhoff

View on SEC IAPD

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