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Current Employers
Halbert Wealth Management, Inc

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-09
  • TX RA
    APPROVED
    Since 2025-09-09

Branch Locations

9433 Bee Cave Rd Suite 3-201, Austin, TX 78733 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American General Life Insurance Houston TX 06/2015 11/2017
Aig Capital Services, Inc. Houston TX 06/2015 11/2017
Crossmark Global Investments, Inc. Houston TX 12/2017 01/2021
Crossmark Distributors, Inc. Houston TX 12/2017 01/2021
Pruco Securities Llc Austin TX 02/2021 12/2021
The Prudential Insurance Company Of America Austin TX 04/2021 12/2021
Skyline Wealth Management, Llc Austin TX 01/2022 09/2022
Skyline Wealth Strategies, Llc Austin TX 01/2022 09/2022
Pensionmark Financial Group, Llc Santa Barbara CA 09/2022 Present
Pensionmark Securities, Llc Santa Barbara CA 09/2022 12/2024
  • 06/2015 → 11/2017
    American General Life Insurance
    Houston, TX
  • 06/2015 → 11/2017
    Aig Capital Services, Inc.
    Houston, TX
  • 12/2017 → 01/2021
    Houston, TX
  • 12/2017 → 01/2021
    Crossmark Distributors, Inc.
    Houston, TX
  • 02/2021 → 12/2021
    Austin, TX
  • 04/2021 → 12/2021
    The Prudential Insurance Company Of America
    Austin, TX
  • 01/2022 → 09/2022
    Skyline Wealth Management, Llc
    Austin, TX
  • 01/2022 → 09/2022
    Skyline Wealth Strategies, Llc
    Austin, TX
  • 09/2022 → Present
    Pensionmark Financial Group, Llc
    Santa Barbara, CA
  • 09/2022 → 12/2024
    Pensionmark Securities, Llc
    Santa Barbara, CA
Previous Registrations
Other Businesses

1. Non-Variable Insurance; Investment Related; 9433 Bee Cave Rd. Bldg III, Ste. 201 Austin, TX 78733;Non-Variable Insurance Agent; Non-Variable Sales; 9/2022; 10 hours per month; 3 hours during trading hours; Sales and service of Non-Variable insurance products. 2. Mortgage Broker; Non-Investment Related; Independent Mortgage Broker; Sales; 7/2023; 10 hours per month; 5 hours during market hours; Mortgage Sales - Loan mortgage origination. Process applications for buyers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-01
S63 Uniform Securities Agent State Law Examination 2013-02-12
  • S65 Uniform Investment Adviser Law Examination
    2020-09-01
  • S63 Uniform Securities Agent State Law Examination
    2013-02-12
Other Names
  • Manuel Garcia
  • Manuel Garcia
  • Manuel Garcia
  • Manny Garcia

View on SEC IAPD

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