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San Antonio, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aspect Wealth Management | San Antonio | TX | 09/2014 | 03/2017 |
| Wells Fargo Bank, Na | San Antonio | TX | 03/2017 | 09/2021 |
| Private Wealth Asset Management | San Antonio | TX | 09/2021 | 07/2026 |
| Kindred Peak Wealth Management | San Antonio | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-24 |
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