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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
434 N. Loop 1604 West Suite 2203, San Antonio , TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dominion Investor Services, Inc. | Horseshoe Bay | TX | 10/2015 | 03/2019 |
| Bank Of San Antonio Wealth Advisors | San Antonio | TX | 10/2015 | 03/2020 |
| Aspireon Wealth Advisors | San Antonio | TX | 03/2020 | 03/2022 |
| Tpb Wealth Advisors | San Antonio | TX | 03/2022 | 02/2023 |
| Belpointe Asset Management | Reno | NV | 02/2023 | 05/2026 |
| Wells Fargo Advisors Financial Network, Llc | San Antonio | TX | 05/2026 | Present |
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SOUTH TEXAS GUTTER SYSTEMS INVESTMENT RELATED: N ADDRESS OF BUSINESS: 301 MAIN PLAZA #197, NEW BRAUNFELS, 78130 NATURE OF BUSINESS: S-CORP, COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: OTHER, AUTHORIZED SIGNOR START DATE OF RELATIONSHIP: 5/8/2013 NUMBER OF HOURS DEVOTED: 20 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS MY HUSBAND'S GUTTER BUSINESS. I AM AN AUTHORIZED SIGNOR ON HIS BUSINESS ACCOUNTS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
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