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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weaver Tidwell Capital, Llc | San Antonio | TX | 08/2010 | 09/2017 |
| Weaver & Tidwell Llp | San Antonio | TX | 01/2000 | 09/2017 |
| Weaver Wealth Management | San Antonio | TX | 08/2010 | 09/2017 |
| Signator Inv Inc | San Antonio | TX | 09/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 11/2018 | Present |
PLATINUM WEALTH SOLUTIONS POSITION: Administrative Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 11/02/2018 ADDRESS: 3522 Paesanos Pkwy, Ste 100, San Antonio TX 78231, United States DESCRIPTION: Assist Michael Gleason with client contact and meetings. Review together advice Michael plans to give to clients on investments and financial planning due to my past experience. Attend meetings when Michael requests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
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