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9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-17 |
Branch Locations
9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 360 Wealth Management | San Antonio | TX | 04/2014 | 12/2016 |
| Pax Financial Group, Llc | San Antonio | TX | 06/2016 | 07/2020 |
| Swbc Investment Services, Llc | San Antonio | TX | 07/2020 | Present |
| Swbc Investment Company | San Antonio | TX | 07/2020 | Present |
IAR for SWBC Investment Company Board Member of San Antonio Hispanic Chamber of Commerce, Not Investment related, 01/2026, 3 hrs per month, Business Advocacy and Community Engagements Professional Advisory Council Member for San Antonio Area Foundation, Not Investment related, 02/2026, 3 hrs per month, Nonprofit Organization focused on philanthropy educating youth, preserving the environment and enhancing quality of life in San Antonio
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-30 |
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