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5315 N. Mccoll, Mcallen, TX 78504 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-18 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-26 |
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