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Advisor at RELIANCE WEALTH MANAGEMENT
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 | Apr 9, 2026 | n/a | yes | SAN ANTONIO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 5, 2024 | Apr 3, 2026 | no | SAN ANTONIO, TX|San Antonio, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | RELIANCE WEALTH MANAGEMENT | Apr 3, 2026 | Apr 9, 2026 | 6 | Firm change | Wirehouse to RIA |