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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broadway Wealth Solutions | San Antonio | TX | 03/2018 | 12/2023 |
| Broadway National Bank | San Antonio | TX | 03/2003 | 03/2018 |
| Pax Financial Group | San Antonio | TX | 05/2024 | Present |
| Unemployed | San Antonio | TX | 01/2024 | 04/2024 |
Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-19 |
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