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Vania Magallanes

Kws Advisory Group, LLC

Laredo, TX

CRD 7511846

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Employer firm

Kws Advisory Group, LLC CRD 309184

$9.10M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Kws Advisory Group, Llc

3407 W Alberta Rd, Edinburg, TX 78539 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-03-08
  • TX RA
    APPROVED
    Since 2022-03-08

Branch Locations

401 East Hillside Road, Laredo, TX 78041 • 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
Laredo Independent School District Laredo TX 08/2010 Present
Kws Financial Group Laredo TX 05/2020 Present
  • 08/2010 → Present
    Laredo Independent School District
    Laredo, TX
  • 05/2020 → Present
    Kws Financial Group
    Laredo, TX
Other Businesses

Millennial Rentals, LLC Non-Investment Related 9813 Sandhill Unit 69 Rental Property CEO June 2021 2-3 hours a month It is an investment property. My duties consist of contracting service providers as needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-23
  • S65 Uniform Investment Adviser Law Examination
    2022-02-23

View on SEC IAPD

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