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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 | Sep 25, 2025 | n/a | yes | SAN ANTONIO, TX | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 19, 2023 | Sep 25, 2025 | no | Spring Branch, TX|Iselin, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | RELIANCE WEALTH MANAGEMENT | Sep 25, 2025 | Sep 25, 2025 | 0 | Firm change | Ibd to RIA |