Michael Francisco Gaona

Current Employers

Heritage Haus Wealth Partners Llc

2115 Stephens Place Suite 530, New Braunfels, TX 78130 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-31

TX RA
APPROVED

Since 2026-07-31

Branch Locations

2115 Stephens Place Suite 530, New Braunfels, TX 78130 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond Yes
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Litton Realty Group	San Antonio	TX	06/2016	12/2016
Teamwork Financial Advisors	San Antonio	TX	08/2019	07/2026
First Command Financial Services	San Antonio	TX	01/2017	08/2019
Heritage Haus Wealth Partners Llc	New Braunfels	TX	07/2026	Present

06/2016 → 12/2016

The Litton Realty Group

San Antonio, TX
08/2019 → 07/2026

Teamwork Financial Advisors

San Antonio, TX
01/2017 → 08/2019

First Command Financial Services

San Antonio, TX
07/2026 → Present

Heritage Haus Wealth Partners Llc

New Braunfels, TX

Previous Registrations

2019-08-12 → 2026-08-14

Teamwork Financial Advisors, Llc

San Antonio, TX

New Braunfels, TX
2018-11-20 → 2019-08-15

First Command Advisory Services

Cibolo, TX

Fort Worth, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-06-24
S66	Uniform Combined State Law Examination	2018-11-19

S65 Uniform Investment Adviser Law Examination

2022-06-24
S66 Uniform Combined State Law Examination

2018-11-19

View on SEC IAPD

Current Employers

Heritage Haus Wealth Partners Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Firms

Other Investors

Other Offices

Reviews