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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
Branch Locations
17802 W Interstate 10, San Antonio, TX 78257 • United States
1803 Broadway St, San Antonio, TX 78215 • United States
Helotes, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg Investments, Inc. | Sam Antonio | TX | 12/2014 | 08/2017 |
| Wfg Advisors Lp | San Antonio | TX | 07/2015 | 08/2017 |
| Securities America, Inc. | San Antonio | TX | 09/2017 | 10/2022 |
| Securities America Advisors | San Antonio | TX | 09/2017 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 10/2022 | Present |
| Walker Alston Financial Group | San Antonio | TX | 11/2014 | 10/2022 |
I*2055257, Entity Type Fiduciary, Name of OBA: S A Estate (mother-n-law) Address: Helotes, Texas, 78023 Investment Related: No Position, Title, Association: Executor Employee Start Date: 15-Oct-2024 No Hours: 1.5 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
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