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Thomas James Coy

Wela Financial Advisory

San Antonio, TX

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Current Employers
Wela Financial Advisory

366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-03
  • TX RA
    APPROVED
    Since 2025-07-03

Branch Locations

366 W Sunset Rd Building 4, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alamo Insurance & Wealth Management, Llc San Antonio TX 10/2014 09/2018
G. H. Wealth Management, Llc Brownsville TX 02/2018 05/2018
Exquisite Properties San Antonio TX 05/2018 11/2018
Alliancebernstein Investments, Inc. San Antonio TX 10/2018 09/2023
Victory Capital Management Inc. San Antonio TX 10/2023 06/2025
Brent Forrest & Associates, L.L.C. San Antonio TX 06/2025 Present
  • 10/2014 → 09/2018
    Alamo Insurance & Wealth Management, Llc
    San Antonio, TX
  • 02/2018 → 05/2018
    G. H. Wealth Management, Llc
    Brownsville, TX
  • 05/2018 → 11/2018
    Exquisite Properties
    San Antonio, TX
  • 10/2018 → 09/2023
    Alliancebernstein Investments, Inc.
    San Antonio, TX
  • 10/2023 → 06/2025
    Victory Capital Management Inc.
    San Antonio, TX
  • 06/2025 → Present
    Brent Forrest & Associates, L.L.C.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-20
  • S65 Uniform Investment Adviser Law Examination
    2018-02-20

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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