Bryan Anthony Wing

Employer firm

Pax Financial Group CRD 284164

$747M regulatory AUM 16 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 07/2017
  Lpl Financial Llc
  San Antonio, TX
• 10/2013 → 12/2016
  360 Wealth Management
  San Antonio, TX
• 06/2016 → Present
  Pax Financial Group, Llc
  San Antonio, TX

Previous Registrations

• 2013-11-20 → 2016-09-14
  Advisor Resource Council
  San Antonio, TX
  Dallas, TX
• 2010-03-18 → 2015-10-28
  Lpl Financial Llc
  San Antonio, TX
• 2008-01-14 → 2010-03-11
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-04-23 → 2007-12-31
  Mml Investors Services, Llc
  San Antonio, TX

Other Businesses

07/19/2011 - No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - I SELL NON-VARIABLE LIFE AND DISABILITY INCOME INSURANCE. - 20% Time Spent CASA CHILD AVOCATES SAN ANTONIO NO-PROFIT ORGANIZATION BOARD MEMBER SINCE 07/2024 NOT INVESTMENT RELATED MERCOR INDEPENDENT CONTRACTOR MERCOR PARTNERS EXPERSIN IN VARIOUS AI LABS TO TRAIN LLM SINCE 01/2026 NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2006-08-31

Designations

• Certified Financial Planner

Other Names

• Byran Wing