Sergio Garcia

Current Employers

Employment History

• 09/2015 → Present
  The University Of Texas - Rio Grande Valley
  Edinburg, TX
• 01/2016 → 10/2019
  Tranquility Financial Planning, Llc
  Mcallen, TX
• 10/2019 → Present
  Endurance Financial Planning, Llc
  Mcallen, TX
• 01/2015 → Present
  Whitewing Analytics
  Mcallen, TX
• 01/2021 → Present
  Interactive Tax Planning Llc
  Mcallen, TX
• 01/2021 → Present
  Whitewing Financial Consulting Llc
  Mcallen, TX

Previous Registrations

• 2016-12-13 → 2019-12-31
  Tranquility Financial Planning
  Mcallen, TX
  Mcallen, TX
  Mcallen, TX

Other Businesses

(1) The University of Texas - Rio Grande Valley. (2) NO (3) 1201 W University Dr, Edinburg, TX 78539 (4) Education (5) Clinical Associate Professor (6) Clinical Associate Professor (7) 9/1/2015 (8) 20 hours/month (9) 5 hrs (10) Lecture University courses (1) Whitewing Financial Consulting, LLC (2) Yes (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) Advisory (5) Advisory (6) Financial Advisor (7) 9/1/2019 (8) 30 hours/month (9) 30 hrs (10) Financial Advisor. This entity is the advisory held portion of my advisory responsibilities, as opposed to my managerial/administrative responsibilities at Endurance Financial Planning. (1) Interactive Tax Planning, LLC (2) NO (3) 1016 W. La Vista Ave, Suite D McAllen, TX 78501 (4) Tax Preparation (5) Tax Preparer (6) Tax Preparer (7) 1/1/2021 (8) 1 hours/month (9) 0 hrs (10) Prepare tax documents for individuals. (1) Whitewing Analytics (2) NO (3) Consulting (4) Consultant (5) Consultant (6) Consultant (7) 9/1/2019 (8) 5 hours/month (9) 0 hrs (10) Econometric consulting, expert witness testimony, and valuation analysis

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-27