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16414 San Pedro Avenue Suite 520, San Antonio, TX 78232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
Branch Locations
8940 Fourwinds Dr Ste 311, Windcrest, TX 78239 • 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 |
|---|---|---|---|---|
| Regal Investment Advisors | Kentwood | MI | 03/2018 | 07/2019 |
| Compass Financial Group | Windcrest | TX | 09/2023 | Present |
| Compass Financial Group | Windcrest | TX | 09/2006 | Present |
| Brookstone Wealth Advisors, Llc | Windcrest | TX | 07/2019 | 01/2024 |
(1.) 2QUEENB'S LLC; NON INVESTMENT RELATED; 115 W. COURT STREET, SEGUIN TX 78155; JEWELRY WHOLESALING; OWNER; STARTED 10/2013; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; WHOLESALE JEWELRY SALES. (2.) BLING LLC; NON INVESTMENT RELATED; 115 W. COURT STREET, SEGUIN TX 78155; RETAIL SALES; OWNER; STARTED 10/2010; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RETAIL SALES. (3.) CROSSROADS CHURCH; NON INVESTMENT RELATED; 3455 W. US HWY 90, SEGUIN TX 78155; CHURCH BOARD MEMBER; MEMBER; STARTED 10/2011; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEET WITH OTHER BOARD MEMBERS TO DISCUSS OVERALL WELL BEING OF THE CHURCH. (4.) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 563 BIELENBURG PKWY, STE. 105, WOODBURY, MN 55125; INSURANCE; STARTED 12/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. (5.) BRACELLI PROPERTIES, LLC; NON INVESTMENT RELATED; 115 W. COURT STREET, SEGUIN TX 78155; START DATE JUNE 1999 OWNER; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; (6.) WORLD'S 1ST HEALTHY COFFEE LLC; NON INVESTMENT RELATED; 115 W. COURT STREET, SEGUIN TX 78155; START DATE JUNE 1999 OWNER; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; (7.) TODAY YOUR HEALTH AND YOU LLC; NON INVESTMENT RELATED; 115 W. COURT STREET, SEGUIN TX 78155; JUNE 1999 OWNER; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-11 |
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