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Dylan David Swanson

Sather Financial Group, Inc.

Victoria, TX

New Braunfels, TX

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Current Employers
Sather Financial Group, Inc.

120 E. Constitution St, Victoria, TX 77901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-18
  • TX RA
    APPROVED
    Since 2024-11-18

Branch Locations

120 E. Constitution St, Victoria, TX 77901 • United States

760 Comal Ave., New Braunfels, TX 78130 • 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
Student Na TX 07/2014 05/2022
Self Employed Seguin TX 06/2022 06/2024
Sather Financial Group New Braunfels TX 07/2024 Present
Sather Financial Group, Inc. New Braunfels TX 07/2024 Present
  • 07/2014 → 05/2022
    Student
    Na, TX
  • 06/2022 → 06/2024
    Self Employed
    Seguin, TX
  • 07/2024 → Present
    Sather Financial Group
    New Braunfels, TX
  • 07/2024 → Present
    Sather Financial Group, Inc.
    New Braunfels, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-16
  • S65 Uniform Investment Adviser Law Examination
    2024-11-16
Other Names
  • Dylan D Swanson
  • Dylan David Swanson

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · VICTORIA, TX
EDWARD JONES · Victoria, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Victoria, TX
LPL FINANCIAL LLC · VICTORIA, TX
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · VICTORIA, TX
BAUCOM WEALTH MANAGEMENT LLC · VICTORIA, TX
OSAIC WEALTH, INC. · Victoria, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Victoria, TX

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