Betty Messer Vargas

Current Employers

Employment History

• 08/1986 → 07/2021
  Waddell & Reed, Inc.
  San Antonio, TX
• 01/1986 → 06/2018
  Financial Wellness Solutions
  San Antonio, TX
• 08/1996 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  San Antonio, TX
• 08/2013 → 10/2017
  Bni Stone Oak Chapter
  San Antonio, TX
• 10/2017 → 11/2020
  Bni Stone Oak Chapter
  San Antonio, TX
• 02/2018 → 07/2021
  North Central Rotary Club
  San Antonio, TX
• 10/2014 → 02/2018
  North Central Rotary Club
  San Antonio, TX
• 06/2018 → Present
  Pontem Llc
  San Antonio, TX
• 01/1990 → Present
  Financial Wellness Solutions
  San Antonio, TX
• 12/2020 → Present
  Cprc Of Stone Oak
  San Antonio, TX
• 07/2021 → Present
  Lpl Financial, Llc
  San Antonio, TX

Previous Registrations

• 1986-10-23 → 2021-07-21
  Waddell & Reed
  San Antonio, TX
  San Antonio, TX
  Edmond, OK
  San Antonio, TX

Other Businesses

1. 8/9/2021 - Financial Wellness Solutions - Investment Related - Home Based - Tax Prep/Accounting/CPA - Partner - Started 2008 - Time Spent 10% - Collecting Tax Documents and information for tax return preparation, preparing the tax return, using information gathered to do tax planning. 2. 9/22/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading. 3. 02/07/2022 - Pontem LLC - DBA: Pontem Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2018 - 20 Hours Per Month/0 Hours During Securities Trading. 4. 02/15/2022 - Pontem, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Partner - Start Date: 12/2019 - 10 Hours Per Month.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-19
• S63 Uniform Securities Agent State Law Examination
  1986-10-21

Designations

Other Names

• Betty Messer Purvis
• Ann Purvis
• Betty Vargas