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Teresa Rose Joelson

Christian Financial Advisors

New Braunfels, TX

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Current Employers
Christian Financial Advisors

130 River Chase Way Suite B, New Braunfels, TX 78132 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-12
  • TX RA
    APPROVED
    Since 2018-04-12

Branch Locations

130 River Chase Way Suite B, New Braunfels, TX 78132 • 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
Durbin Bennett Private Wealth Management, Llc Austin TX 09/2015 04/2018
Christian Investment Advisors Inc New Braunfels TX 04/2018 Present
  • 09/2015 → 04/2018
    Durbin Bennett Private Wealth Management, Llc
    Austin, TX
  • 04/2018 → Present
    Christian Investment Advisors Inc
    New Braunfels, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-02
  • S65 Uniform Investment Adviser Law Examination
    2016-12-02
Other Names
  • Teresa Joelson

View on SEC IAPD

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OFG FINANCIAL SERVICES, INC. · NEW BRAUNFELS, TX
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