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Advisor at RELIANCE WEALTH MANAGEMENT
SAN ANTONIO, TX | San Antonio, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RELIANCE WEALTH MANAGEMENT | Independent wealth | Feb 7, 2025 | n/a | yes | SAN ANTONIO, TX|San Antonio, TX | Current employment |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Aug 30, 2021 | Jul 24, 2025 | no | DALLAS, TX|San Antonio, TX | Previous registration |
| VISIONARY WEALTH MANAGEMENT, LLC | Former SEC adviser | Apr 20, 2021 | Aug 11, 2021 | no | ALPHARETTA, GA|SAN ANTONIO, TX | Previous registration |
| GIBBS WEALTH MANAGEMENT, LLC | Independent wealth | May 18, 2020 | May 27, 2022 | no | KERRVILLE, TX|SAN ANTONIO, TX|ALPHARETTA, GA|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | RELIANCE WEALTH MANAGEMENT | Jul 24, 2025 | Feb 7, 2025 | -167 | Firm change after gap | RIA to RIA |
| GIBBS WEALTH MANAGEMENT, LLC | VISIONARY WEALTH MANAGEMENT, LLC | May 27, 2022 | Apr 20, 2021 | -402 | Firm change after gap | Other |
| VISIONARY WEALTH MANAGEMENT, LLC | COPPELL ADVISORY SOLUTIONS LLC | Aug 11, 2021 | Aug 30, 2021 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 156549:332415:TX:2025-07-24 | Jul 24, 2025 | Feb 7, 2025 | SAN ANTONIO, TX | Firm change after gap |