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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
104 N Pearl Street, Belton, TX 76513 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 07/2015 | 09/2018 |
| Platinum Tax Advisory | San Antonio | TX | 03/2012 | Present |
| Various | San Antonio | TX | 01/2009 | Present |
| Courtyard Cafe | San Antonio | TX | 05/1999 | 10/2024 |
| Wealth Watch Advisors | Englewood | CO | 05/2018 | 01/2025 |
| Portfolio Medics | Bonita Springs | FL | 10/2024 | Present |
Ms. Garza has the following Outside Business Activities. Owner of Platinum Tax Advisory, where Ms. Garza provides tax preparation services for a variety of clients. She spends approximately 30 hours a week in this endeavor during both market and non-market hours. She is also an independent insurance agent for a variety of firms where she transacts in insurance products for individuals. She spends approximately 5 hours a week during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-01 |
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