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270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
270 North Loop 1604 East Suite 200, San Antonio, TX 78232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C And J Wealth Advisors | Knoxville | TN | 10/2021 | 05/2024 |
| Coulter And Justus Pc | Knoxville | TN | 06/2016 | 10/2021 |
| Suarez Financial Planning Group | San Antonio | TX | 08/2024 | 06/2026 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 10/2024 | 06/2026 |
| Pax Financial Group | San Antonio | TX | 06/2026 | Present |
INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
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