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Elizabeth Ann Alamillo

Wela Financial Advisory

San Antonio, TX

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Current Employers
Wela Financial Advisory

366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walgreens San Antonio TX 07/2018 07/2019
Caps - Spain Valencia 08/2017 06/2018
University Of Houston Houston TX 08/2013 05/2017
Axa Advisors, Llc San Antonio TX 07/2019 04/2026
Equitable Advisors, Llc New York NY 07/2019 04/2026
Brent Forrest & Associates, L.L.C. Dba Wela Financial Advisory San Antonio TX 04/2026 Present
Brent Forrest & Associates, L.L.C. Dba Wela Financial Advisory San Antonio TX 04/2026 Present
  • 07/2018 → 07/2019
    Walgreens
    San Antonio, TX
  • 08/2017 → 06/2018
    Caps - Spain
    Valencia
  • 08/2013 → 05/2017
    University Of Houston
    Houston, TX
  • 07/2019 → 04/2026
    Axa Advisors, Llc
    San Antonio, TX
  • 07/2019 → 04/2026
    Equitable Advisors, Llc
    New York, NY
  • 04/2026 → Present
    Brent Forrest & Associates, L.L.C. Dba Wela Financial Advisory
    San Antonio, TX
  • 04/2026 → Present
    Brent Forrest & Associates, L.L.C. Dba Wela Financial Advisory
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-01
S63 Uniform Securities Agent State Law Examination 2019-10-20
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
  • S63 Uniform Securities Agent State Law Examination
    2019-10-20
Other Names
  • Liz Alamillo
  • Elizabeth Alamillo

View on SEC IAPD

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