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9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-10 |
Branch Locations
9311 San Pedro Avenue Suite 600, San Antonio, TX 78216-4459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swbc Investment Services, Llc | San Antonio | TX | 02/2024 | Present |
| Swbc Investment Company | San Antonio | TX | 02/2024 | Present |
| Swbc Professional Employer Organization | Bulverde | TX | 02/2020 | 02/2024 |
| Club Ourense Baloncesto | Ourense | 05/2016 | 05/2018 | |
| Student | San Antonio | TX | 05/2018 | 02/2020 |
Investment Advisor Representative of affiliated Registered Investment Advisor - SWBC Investment Company
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
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