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25290A W Ih-10 Frontage Rd, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-07 |
Branch Locations
25290A W Ih-10 Frontage Rd, San Antonio, TX 78257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | San Antonio | TX | 08/2015 | 03/2017 |
| Bbva Weath Solutions Inc. | San Antonio | TX | 11/2015 | 03/2017 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2016 | 03/2017 |
| Jpmorgan Securities Llc. | San Antonio | TX | 03/2017 | 05/2018 |
| Gurupresario | San Antonio | TX | 01/2015 | Present |
| Sanch Mgt | San Antonio | TX | 05/2016 | 12/2016 |
| Bbva Securities Inc | Austin | TX | 10/2015 | 03/2017 |
| Martin Capital Advisors, Llp | San Antonio | TX | 01/2019 | Present |
Entity Name: GURUPRESARIO LLC Investment related: N/A Address: Remote work + meeting (no office space) no entity address. Nature of the other business: Helping small business owners learn skills to run a successful business. Media, marketing and film Position/Title/Relationship: Founder, Chief of Strategy, Creative Director Start Date: 01 Jan 2015 Approximate # of hours a month: 10 Approximate # of hours during securities hours: N/A Briefly describe your duties: Consultant, mentor, media consultant. The company is a marketing, strategic consulting, and advertising business focused on managing brand growth for hired clients. Entity Name: Martin Capital Advisors, LLP Investment related: Yes Address: 1100 NE Loop 410 #300, San Antonio, TX 78209 Nature of the other business: Registered Investment Advisor Position/Title/Relationship: Partner, Director of Institutional Research, Wealth Manager Start Date: 01 Jan 2019 Approximate # of hours a month: 40 Approximate # of hours during securities hours: N/A Briefly describe your duties: Business development with prospective clients. Managing current clients + relationships.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-16 |
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