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Broadway Wealth Solutions CRD 291753
$308M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1177 N.E. Loop 410 5Th Floor, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
Branch Locations
1177 N.E. Loop 410 5Th Floor, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadway Wealth Solutions | San Antonio | TX | 06/2021 | Present |
| Broadway Wealth Solutions, Inc. | San Antonio | TX | 01/2021 | Present |
| Imperium Wealth Management | San Antonio | TX | 02/2019 | 12/2020 |
| Sa Promotions | San Antonio | TX | 10/2018 | 11/2018 |
| Chase | San Antonio | TX | 12/2017 | 10/2018 |
| Southern Glazer's Wine & Spirits | San Antonio | TX | 01/2017 | 10/2017 |
| Texas State University - Math Dept | San Marcos | TX | 01/2015 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-21 |
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