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202 W. San Antonio Street, Fredericksburg, TX 78624 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-19 |
Branch Locations
202 W. San Antonio Street, Fredericksburg, TX 78624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ssb&T Wealth Management, Llc | Fredericksburg | TX | 09/2023 | Present |
| Abacus Planning Group | Columbia | SC | 03/2021 | 08/2023 |
| Forte Virtual Solutions | Fredericksburg | TX | 08/2018 | 03/2021 |
| Gately And Morris, Pc | San Antonio | TX | 08/2016 | 12/2018 |
| Family Educators Alliance Of South Texas | San Antonio | TX | 04/2015 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-18 |
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