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Secure Financial Management CRD 169278
$400M regulatory AUM 584 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4630 De Zavala Rd, San Antonio, TX 78249 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | San Antonio | TX | 10/2021 | 05/2023 |
| Jp Morgan Securities, Llc | San Antonio | TX | 10/2021 | 05/2023 |
| Victory Capital | San Antonio | TX | 02/2021 | 10/2021 |
| Express Inc. | San Antonio | TX | 07/2017 | 09/2020 |
| Apex Systems, Llc | San Antonio | TX | 02/2021 | 10/2021 |
| Unemployed | San Antonio | TX | 01/2011 | 06/2017 |
| Unemployed | San Antonio | TX | 10/2020 | 01/2021 |
| Secure Financial Management | San Antonio | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-12-11 |
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