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6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-07 |
Branch Locations
6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reliance Financial Partners | San Antonio | TX | 01/2014 | Present |
| Coppell Advisory Solutions Llc | San Antonio | TX | 10/2022 | 09/2024 |
| S&D Financial, Llc | San Antonio | TX | 09/2024 | Present |
Reliance Financial Partners; Investment Related; at reported business location; Insurance Sales; Vice President and Insurance Agent; 01/01/2013; 160 hours/month; 160 hours/month during securities trading hours; Sale of insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
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