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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
Branch Locations
9901 Ih-10 West, Suite 745, San Antonio, TX 78230 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa | San Antonio | TX | 07/2016 | 03/2026 |
| Avior Wealth Management, Llc | San Antonio | TX | 03/2026 | Present |
?the name of the other business; oBurbank Honey ?whether the business is investment-related; oIt is not investment-related ?the address of the other business; oSame as our home address o1829 Madrona Ranch Rd. Pipe Creek, TX 78063 ?the nature of the other business; oHoney sales from our local (on-property) hives ?your position; oOwner ?title, or relationship with the other business; oOwner ?the start date of your relationship; oMarch of 2020 ?the approximate number of hours/month you devote to the other business; oApproximate 1.5 hours per month. ?the number of hours you devote to the other business during securities trading hours; oNone. Usually only work with the bees on weekends or occasionally in the evenings. ?and briefly describe your duties relating to the other business; oMy wife and I are responsible for caring for the bees, tracking expenses, tracking sales, ordering supplies when needed, etc. ?the name of the other business; -Bandera Community Church ?whether the business is investment-related; -Not investment-related ?the address of the other business; -151 Purple Sage Rd, Bandera, TX 78003 ?the nature of the other business; -Church ?your position; -Church elder ?title, or relationship with the other business; -Church elder (volunteer) ?the start date of your relationship; -On or around November 12, 2025 ?the approximate number of hours/month you devote to the other business; -2-3 hours / month ?the number of hours you devote to the other business during securities trading hours; -1-2 hours / month ?and briefly describe your duties relating to the other business; -Participate in periodic elder meetings. ?the name of the other business; -Bandera Young Life ?whether the business is investment-related; -Not investment-related ?the address of the other business; oPO Box 1751, Bandera, TX 78003 ?the nature of the other business; -Nonprofit youth ministry ?your position; -Advisory committee chair ?title, or relationship with the other business; oAdvisory committee chair (volunteer) ?the start date of your relationship; -On or around May 1, 2022 ?the approximate number of hours/month you devote to the other business; -1 hour / month ?the number of hours you devote to the other business during securities trading hours; -1 hour / month ?and briefly describe your duties relating to the other business; -Participate in periodic advisory committee meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-11 |
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