Best Investors Account Sign in

Walter James Reyna

Walter J. Reyna, Inc.

Mcallen, TX

Claim This Profile
Current Employers
Walter J. Reyna, Inc.

5315 N. Mccoll, Mcallen, TX 78504 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-01-18
  • TX RA
    APPROVED
    Since 2011-01-18

Branch Locations

5315 N. Mccoll, Mcallen, TX 78504 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Reyna Financial Mcallen TX 07/1984 Present
Walter J. Reyna, Inc. Mcallen TX 08/1984 03/2022
Lincoln Financial Securities Corporation Mcallen TX 11/1984 06/2021
J.W. Cole Financial, Inc. Tampa FL 03/2022 Present
  • 07/1984 → Present
    Reyna Financial
    Mcallen, TX
  • 08/1984 → 03/2022
    Mcallen, TX
  • 11/1984 → 06/2021
    Lincoln Financial Securities Corporation
    Mcallen, TX
  • 03/2022 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
Previous Registrations
  • 1985-02-28 → 2022-03-18
    Osaic Fs, Inc.
    Mcallen, TX
  • 2006-09-20 → 2010-12-31
    Mcallen, TX
  • 2000-06-02 → 2003-10-01
    Independent Advisers Group Corp
    Mc Allen, TX
Other Businesses

1) WALTER J. REYNA, INC.; DBA; Investment Related; 5315 North McColl, McAllen, TX 78504; Vice President; DBA outside RIA and Fixed Insurance; Securities, Insurance Services, Financial Planning; Start date 1/2001 - DBA, 9/2007 - RIA; 75 hours/mo, 75 hr/mo during trading. 2) RSTEF (Rio South Texas Economic Foundation); Investment Related; 801 Bryan Rd, #167, Mission, TX 78572; Economic Development; Board member, voting on issues, there is an investment account managed by a broker dealer affiliated with a bank, I do not provide investment advice; Start 7/1/2022; 0 hours/month during trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-02-26
  • S63 Uniform Securities Agent State Law Examination
    1985-02-26
Designations

View on SEC IAPD

More in Mcallen, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor