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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-07-06 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Aguillon Golf Classic | San Antonio | TX | 01/1993 | Present |
| Lpl Financial, Llc | San Antonio | TX | 07/2012 | 05/2019 |
| Independent Financial Partners | San Antonio | TX | 07/2012 | Present |
| Ifp Securities, Llc | Shavano Park | TX | 05/2019 | Present |
(1) 08/09/2012: Partners Wealth Management 4079 De Zavala Road, Shavano Park, TX 78249 - DBA Only used for investments business - Investment Related - At Reported Business Location(s) 40 hrs/mo during trading hours. (2) 08/09/2012 -Partners Wealth Management - 4079 De Zavala Road, Shavano Park, TX 78249- Investment Related - Corporation used for business. Entity Ownership. 40 hrs/mo during trading hours. (3) 04/19/2016: ExMet Partners - Business Entity For Tax/Investment Purposes Only - Investment Related - 11503 NW Military Hwy Suite 201, San Antonio, TX 78231 - Start 04/15/2007 - 5 Hr/Mo; 3 Hour(s) During Securities Trading (4) 11/07/2016: 4079 De Zavala - Real Estate Rental - Investment Related - 4079 De Zavala Rd, San Antonio, TX 78249 - Start 08/01/2016 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - Minority Investor in the purchase of real estate to use for business office purposes. (5) Alliance Credit Union – investment related – 5500 UTSA Boulevard, San Antonio, TX 78249 – financial planning and wealth management services – consultant – start date May 28, 2026 – 40 hours/month (40 during trading hours) – provides financial advice and financial planning services to credit union clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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