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202 W. San Antonio Street, Fredericksburg, TX 78624 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
Branch Locations
202 W. San Antonio Street, Fredericksburg, TX 78624 • United States
1130 Junction Highway, Kerrville, TX 78028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2023 | 08/2025 |
| Heritage S Enterprises Llc | Kerrville | TX | 01/2018 | 05/2023 |
| Rs Excavation Llc | Fort Worth | TX | 12/2015 | 12/2017 |
| Ssb&T Wealth Management, Llc | Kerrville | TX | 08/2025 | Present |
Heritage S Enterprises, LLC, not investment related, located at 101 Whippoorwill Lane, Kerrville, Texas 78028, owner, 1/2 hour a month with zero hours during trading hours, nature of the business is property management, and the duties include paying note payment and taxes, and started in 01/2018. The Six S Family Limited Partnership, not investment related, located at 1006 A Junction Hwy, Kerrville, Texas 78028, limited partner with zero hours a month and zero hours during trading hours, nature of the business is real estate, no duties, and started in 11/1999.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S66 | Uniform Combined State Law Examination | 2023-07-12 |
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