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23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 03/2020 | 07/2020 |
| Eric Kala | San Antonio | TX | 09/2019 | 07/2020 |
| Student | San Antonio | TX | 08/2016 | 12/2019 |
| Costco Wholesale | San Antonio | TX | 04/2016 | 07/2019 |
| Goss Advisors Dba Avid Wealth Partners | San Antonio | TX | 07/2020 | 11/2022 |
| Avid Wealth Partners, Llc | San Antonio | TX | 11/2022 | Present |
Avid Risk Management, Investment Related, San Antonio, Texas, Licensed Insurance Agent, Hours per month: 20, Hours per month during business securities trading: 20, Sales and service of insurance policies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-29 |
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