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342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-26 |
Branch Locations
342 W. Woodlawn Avenue Ste. 200, San Antonio, TX 78212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Summit Group | San Antonio | TX | 06/2016 | 06/2017 |
| The Summit Group | San Antonio | TX | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-30 |
| S66 | Uniform Combined State Law Examination | 2010-08-21 |
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