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Current Employers
Tlwm Financial

40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

40 Ne Loop 410 Suite 644, San Antonio, TX 78216 • 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
Premier Plastic Surgery Scottsdale AZ 05/2024 05/2025
Bebek Family Paradise Valley AZ 11/2023 05/2025
Busy Bees Babysitting Pheonix AZ 09/2023 05/2025
The Rustic San Antonio TX 05/2023 08/2023
Arizona State University Tempe AZ 07/2021 05/2025
Target Minneapolis MN 11/2020 12/2023
Grabba Green Juice Bar Edina MN 07/2019 10/2020
Not Employed Edina MN 07/2015 07/2019
Tlwm Financial San Antonio TX 05/2025 Present
Lpl Financial San Antonio TX 10/2025 Present
  • 05/2024 → 05/2025
    Premier Plastic Surgery
    Scottsdale, AZ
  • 11/2023 → 05/2025
    Bebek Family
    Paradise Valley, AZ
  • 09/2023 → 05/2025
    Busy Bees Babysitting
    Pheonix, AZ
  • 05/2023 → 08/2023
    The Rustic
    San Antonio, TX
  • 07/2021 → 05/2025
    Arizona State University
    Tempe, AZ
  • 11/2020 → 12/2023
    Target
    Minneapolis, MN
  • 07/2019 → 10/2020
    Grabba Green Juice Bar
    Edina, MN
  • 07/2015 → 07/2019
    Not Employed
    Edina, MN
  • 05/2025 → Present
    San Antonio, TX
  • 10/2025 → Present
    Lpl Financial
    San Antonio, TX
Other Businesses

1) 10/07/2025 - Tlwm Financial - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) - Start Date:09/18/2025 . 2) 10/14/2025 - TLWM FINANCIAL - Investment Related - Registered Investment Advisor DBA - San Antonio, TX - Start Date:09/18/2025 - 160 Hrs/Mth - 7 Hrs During Trading.I provide administrative support to TLWM, LLC , an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-27
S65 Uniform Investment Adviser Law Examination 2025-09-05
  • S63 Uniform Securities Agent State Law Examination
    2026-01-27
  • S65 Uniform Investment Adviser Law Examination
    2025-09-05

View on SEC IAPD

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