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23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
23119 Ih 10 Building 20, San Antonio, TX 78257 • United States
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 |
|---|---|---|---|---|
| Eric Kala | San Antonio | TX | 03/2016 | 07/2020 |
| Northwestern Mutual Investment Services, Llc | San Antonio | TX | 08/2016 | 07/2020 |
| Gwm Advisors, Llc | New Orleans | LA | 07/2020 | 10/2022 |
| Avid Wealth Partners | San Antonio | TX | 07/2020 | Present |
Avid Risk Management, LLC - Investment related; A licensed insurance agent/broker. Insurance Agent. 10/2020. 1 Hour/Month, 0 Hours/Month during securities trading hours. Support insurance placement as needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-22 |
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