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6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2020 | 11/2021 |
| Reliance Financial Partners | San Antonio | TX | 01/2010 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 07/2021 |
| Coppell Advisory Solutions Llc | Dallas | TX | 08/2021 | 09/2024 |
| Reliance Wealth Management | San Antonio | TX | 09/2024 | Present |
Reliance Financial Partners; investment-related; at reported business location(s); annuity and insurance sales; owner and sales agent; 01/01/2010; 160 hours/month; 160hours/month during securities trading hours; duties: owner and lead sales agent for fixed-indexed annuity and indexed universal life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-19 |
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