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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-14 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Montgomery, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Antonio | TX | 08/2016 | 12/2016 |
| Texas Legacy Wealth Management | San Antonio | TX | 08/2016 | 12/2016 |
| Global Retirement Partners | San Rafael | CA | 08/2016 | 12/2016 |
| Swbc Investment Services Llc | San Antonio | TX | 08/2017 | 10/2020 |
| Swbc Investment Company | San Antonio | TX | 08/2017 | 10/2020 |
| Real Estate School | San Antonio | TX | 01/2017 | 02/2017 |
| Cmk Group | San Antonio | TX | 03/2017 | 10/2020 |
| Sanctuary Securities, Inc. | Indianapolis | IN | 10/2020 | 06/2021 |
| Sanctuary Advisors, Llc | San Antonio | TX | 10/2020 | 06/2021 |
| Kestra Investment Services, Llc | Austin | TX | 07/2021 | Present |
| Kestra Advisory Services, Llc | Austin | TX | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-06 |
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
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