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366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-03 |
Branch Locations
366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brent Forrest & Associates Llc | San Antonio | TX | 01/2018 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2018 | Present |
| Brent Forrest & Associates Llc | San Antonio | TX | 01/2023 | Present |
| Brent Forrest & Associates Llc | San Antonio | TX | 01/2016 | 01/2018 |
1. Brent Forrest & Associates, LLC-Investment related-366 W. Sunset Road, Building 4, San Antonio, TX 78249-Hollistic Financial Planning-Advisor-6/2016-30 hrs/mth- 22 during trading hrs-Investment Advisor 2. SUNSET REAL ESTATE PARTNERS LLC; NOT INVESTMENT RELATED; 366 W SUNSET RD, BUILDING 4, SAN ANTONIO, TX 78209; REAL ESTATE; PARTNER; 06/2019; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; OPERATING THE BUILDING THE FIRM RENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-16 |
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