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Current Employers
Teamwork Financial Advisors, Llc

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-20
  • TX RA
    APPROVED
    Since 2024-06-20

Branch Locations

8 Dominion Drive Bldg 100-103, San Antonio, TX 78257 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed San Antonio TX 06/2014 05/2024
La Cantera Resort San Antonio TX 06/2021 08/2022
Teamwork Financial San Antonio TX 05/2023 08/2023
Teamwork Financial Advisors, Llc San Antonio TX 06/2024 Present
  • 06/2014 → 05/2024
    Unemployed
    San Antonio, TX
  • 06/2021 → 08/2022
    La Cantera Resort
    San Antonio, TX
  • 05/2023 → 08/2023
    Teamwork Financial
    San Antonio, TX
  • 06/2024 → Present
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03

View on SEC IAPD

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