| The Wyckoff Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx5 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kercheville Investment Advisors |
15750 Frontage Rd, San Antonio, TX 78249 |
|
21069xxxx0 |
dba****@k**********.com |
4 |
26 |
|
|
|
|
162 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evidence Advisors Investment Management |
14603 Huebner Rd, San Antonio, TX 78230 |
|
21059xxxx0 |
joh*@e***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Brian W Tramontano |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Visionary Wealth Partners |
7550 I-10 Suite 800, San Antonio, TX 78229 |
|
72624xxxx5 |
ede******@v***************.com |
|
|
|
|
|
|
3 |
18 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Raymond Frueboes - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
86684xxxx2 |
ama******@t***.org |
|
|
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stacey Martinez - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
86684xxxx2 |
acc**********@t***.org |
|
|
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wilson Wealth Advisors - Ameriprise Financial Services, LLC |
3522 Paesanos Pkwy Ste 303, San Antonio, TX 78231 |
|
21076xxxx0 |
all**********@a***.com |
|
|
|
|
|
|
514 |
|
610 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Renaissance Wealth Management Group of Texas |
1009 B Alamo St, San Antonio TX, San Antonio, TX 78210 |
|
21058xxxx7 |
aaz***********@s******.facebook |
|
|
|
|
|
|
135 |
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21082xxxx4 |
ben*******************@u**.com |
4 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John Willard de Marigny |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx4 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John H Shaffer III, AAMS™ |
10924 Vance Jackson Rd Ste 403, San Antonio, TX 78230 |
|
21069xxxx8 |
abc*******@e**********.com |
5 |
2 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Schwab |
280 E Basse Rd Suite 103, San Antonio, TX 78209 |
|
21039xxxx3 |
ian***********@s*****.com |
3.1 |
8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Magister Wealth |
64 Spring Lake Dr, San Antonio, TX 78248 |
|
21025xxxx3 |
con****@m*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Teamwork Financial Group LLC |
8 Dominion Dr bldg 100 ste 103, San Antonio, TX 78257 |
|
21068xxxx3 |
and*****@t****************.com |
4.6 |
11 |
|
|
|
|
99 |
13 |
117 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cavazos Albert |
242 W Sunset Rd Ste 101, San Antonio, TX 78209 |
|
21023xxxx6 |
alb***********@l**.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kuttin Wealth Management - Ameriprise Financial Services, LLC |
8000 I-10 Suite 1000, San Antonio, TX 78230 |
|
80044xxxx5 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bill Cariker - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
51270xxxx5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
1826 TX-1604 Loop, San Antonio, TX 78248 |
|
21040xxxx0 |
a@c*******.com |
|
|
|
|
|
|
445 |
62 |
569 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stefano Rosellini - Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor John W Morgan |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Karen Fagerberg |
1100 NE Interstate 410 Loop #650, San Antonio, TX 78209 |
|
21031xxxx5 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
|
|
165 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of America Private Client Advisor Cynthia (Cyndi) P Hensley |
1803 Broadway Suite 600.2, San Antonio, TX 78215 |
|
21089xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kelly Kerr - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Gagni Asset Management, LLC |
9901 I-10 Suite 800, San Antonio, TX 78230 |
|
36156xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frost Wealth Advisors |
111 W Houston St, San Antonio, TX 78205 |
|
21022xxxx1 |
a.-*************@f********.com |
|
|
|
|
|
|
154923 |
2373 |
158000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
112 E Pecan St Suite 1500, San Antonio, TX 78205 |
|
21022xxxx0 |
|
3.7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Reliance Wealth Management |
6827 Camp Bullis Rd #402, San Antonio, TX 78256 |
|
21025xxxx0 |
|
4.8 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Manuel H. von Schulenburg |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx0 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stone Oak Wealth Management, LLC |
19026 Ridgewood Pkwy suite 134, San Antonio, TX 78259 |
|
21033xxxx7 |
awi******@s*************.com |
5 |
5 |
|
|
|
|
167 |
|
181 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ulrich Investment Consultants |
711 Broadway Suite 355, San Antonio, TX 78212 |
|
86660xxxx0 |
aar***@u*******.com |
|
|
|
|
|
|
29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Victor Oelsen - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx5 |
wms**********@r**.com |
|
|
|
|
|
|
11070 |
|
12377 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1900 Wealth |
1900 Broadway Suite 900, San Antonio, TX 78215 |
|
21073xxxx0 |
dro******@1*********.com |
5 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Vaquero Global Investment LP |
3707 N St Mary's St # 100, San Antonio, TX 78212 |
|
21082xxxx1 |
fer*****@v*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Debra Wilkens |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx7 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SWBC Investment Services |
9311 San Pedro Ave Ste 1040, San Antonio, TX 78216 |
|
86688xxxx5 |
aa@s***.com |
5 |
2 |
|
|
|
|
6266 |
1214 |
6200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Walter C Hayne |
1803 Broadway Suite 700, San Antonio, TX 78215 |
|
21080xxxx1 |
ann****@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Monarch Wealth Strategies |
6800 Park Ten Blvd Suite 139, San Antonio, TX 78213 |
|
21073xxxx8 |
off***@m*****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David J. Kiolbassa |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx7 |
ale*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx0 |
bro*********@m*.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J Garza & Co |
111 Soledad St # 1315, San Antonio, TX 78205 |
|
21082xxxx5 |
jga***@j***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John M Adickes - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21024xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Morgan Stanley Financial Advisors |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx0 |
acc**********@m************.com |
4.6 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Johnni L Bradley |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx7 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command Financial Advisor - Eric Young |
6243 I-10 Suite #250, San Antonio, TX 78201 |
|
21073xxxx3 |
abe***@f***********.com |
|
|
|
|
|
|
7356 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| S. Harris Financial Group |
4456 Lockhill Selma Rd Suite 101, San Antonio, TX 78249 |
|
21054xxxx0 |
inf*@s***************.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Turnage Wealth Management |
8620 N New Braunfels Ave, San Antonio, TX 78217 |
|
21083xxxx1 |
cou*****@t************.com |
4 |
1 |
|
|
4.8 |
7 |
|
|
106 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Imperium Wealth Management |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21033xxxx3 |
cho****@i*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glass Wealth Management Company |
1250 NE Loop 410 Ste 333, San Antonio, TX 78209 |
|
21093xxxx1 |
gla******@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Luther King Capital Management |
5121 Broadway, San Antonio, TX 78209 |
|
21073xxxx6 |
ah@l***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Belle Watson - Associate Financial Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
63177xxxx5 |
bel********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Hottell Wealth Management - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jerry Muldowney - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3522 Paesanos Pkwy Ste 303, San Antonio, TX 78231 |
|
21076xxxx0 |
ama**********@m**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Lisa Blonkvist - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Janette Guthrie Prichard - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Conservant Financial |
434 N Loop 1604 W, San Antonio, TX 78232 |
|
88855xxxx0 |
bar**************@w*******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Long Life Financial - San Antonio |
12015 San Pedro Ave Ste 100, San Antonio, TX 78216 |
|
21038xxxx0 |
|
5 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Aspect Wealth Management Group |
9311 San Pedro Ave # 750, San Antonio, TX 78216 |
|
21026xxxx0 |
csa*****@a***********.com |
3 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Double Pendulum Wealth Management Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx9 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edelman Financial Engines |
19026 Ridgewood Pkwy Suite 316, San Antonio, TX 78259 |
|
83375xxxx3 |
aar**@e**********************.com |
4.5 |
2 |
|
|
|
|
18775 |
20 |
20000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TPB Wealth Advisors |
1900 Northwest Loop 410 Suite 250, San Antonio, TX 78213 |
|
21042xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Cypress Wealth Advisors LLC |
4358 Lockhill Selma Rd Bldg 3, Ste 310, Shavano Park, TX 78249 |
|
21078xxxx0 |
e7c*************************************@w*****************.com |
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Padilla Wealth Management |
9901 IH-10W Ste 800, San Antonio, TX 78230 |
|
21022xxxx0 |
bpe***@p**********************.com |
|
|
|
|
4.3 |
16 |
208 |
3 |
223 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Life Advisors |
14607 San Pedro Ave #190, San Antonio, TX 78232 |
|
21091xxxx8 |
|
3.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Boggs Harrison Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21036xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Texas Retirement Headquarters |
401 Isom Rd STE 205, San Antonio, TX 78216 |
|
21049xxxx7 |
lau***@t*********.com |
4.4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Russell Samples |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx8 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Renaissance Wealth Management Group of Texas |
18911 Hardy Oak Blvd STE 201, San Antonio, TX 78258 |
|
21058xxxx7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Northwestern Mutual - San Antonio |
17802 I-10 UNIT 114, San Antonio, TX 78257 |
|
21061xxxx0 |
ark**************@n*.com |
4 |
4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| WhiteStone Wealth Management Services |
1100 NE Interstate 410 Loop #300, San Antonio, TX 78209 |
|
21034xxxx5 |
cmc*******@w***********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Von Dohlen Knuffke Financial |
45 NE Interstate 410 Loop, San Antonio, TX 78216 |
|
21034xxxx1 |
adm**@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamo Insurance and Wealth Management |
2101 Lockhill Selma Rd, San Antonio, TX 78213 |
|
21056xxxx0 |
c18*****************************@s*****.wixpress |
5 |
1 |
|
|
|
|
|
|
258 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Stone Oak Wealth Management, LLC. |
19026 RIDGEWOOD Pkwy Ste 134, San Antonio, TX 78259 |
|
21033xxxx7 |
awi******@s*************.com |
5 |
5 |
|
|
|
|
167 |
|
181 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| NFA Wealth Management. |
901 NE Interstate 410 Loop # 100, San Antonio, TX 78209 |
|
21073xxxx0 |
adm**@t***.net |
5 |
1 |
|
|
4.8 |
22 |
509 |
4 |
539 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Strategies |
One Union Square, 10101 Reunion Pl Suite 300, San Antonio, TX 78216 |
|
21034xxxx1 |
ana***********@c*****.com |
5 |
1 |
|
|
5 |
34 |
1154 |
12 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Sendero Wealth Management |
250 W Nottingham Dr #300, San Antonio, TX 78209 |
|
21080xxxx1 |
abu******@s******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| SENSUS Wealth Management Group LLC |
8000 I-10 Suite 1500, San Antonio, TX 78230 |
|
21073xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Terra Stone Wealth Management |
19419 Terra Stone, San Antonio, TX 78255 |
|
21021xxxx0 |
joh*@t***************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Partners Wealth Management |
4079 De Zavala Rd, Shavano Park, TX 78249 |
|
21052xxxx9 |
afr**@p*************.net |
5 |
3 |
|
|
|
|
280 |
28 |
357 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Argent Trust Company |
755 E Mulberry Ave #400, San Antonio, TX 78212 |
|
21035xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Secure Financial Management |
4630 De Zavala Rd, San Antonio, TX 78249 |
|
21042xxxx0 |
kxx@s**********.com |
5 |
4 |
|
|
4.7 |
44 |
1042 |
47 |
1100 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Michael D Whitehurst |
1803 Broadway Suite 700, San Antonio, TX 78215 |
|
21080xxxx5 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Friesen - RBC Wealth Management Branch Director |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx8 |
bon************@r**.com |
|
|
|
|
|
|
|
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Wealth Management, LLC |
18756 Stone Oak Pkwy STE. 200, San Antonio, TX 78258 |
|
21099xxxx8 |
|
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wela Financial Advisory |
366 W Sunset Rd Building 4, San Antonio, TX 78209 |
|
21053xxxx9 |
and***@b***********.com |
5 |
32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Scott House Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx0 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| First Command |
1919 Oakwell Farms Pkwy Suite 200, San Antonio, TX 78218 |
|
21082xxxx4 |
abe***@f***********.com |
4.3 |
3 |
|
|
|
|
7365 |
212 |
7600 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Honey Bear Asset Management, LLC |
20602 Tree Meadow, San Antonio, TX 78258 |
|
72623xxxx4 |
con****@h******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Perspective Wealth Partners of Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx2 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: David J Clapp, CFP®|ChFC®|AAMS™ |
1828 Nacogdoches Rd, San Antonio, TX 78209 |
|
21082xxxx9 |
a.j*********@e**********.com |
3 |
2 |
|
|
|
|
|
|
61 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| JDK Wealth Advisors |
9830 Colonnade Blvd Suite 290, San Antonio, TX 78230 |
|
21075xxxx0 |
bra*@j********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Audra Kerr |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx6 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mariner |
227 N Loop 1604 E Suite, 150, San Antonio, TX 78232 |
|
46959xxxx4 |
aar********@m********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Asset Management |
112 E Pecan St Suite 2910, San Antonio, TX 78205 |
|
21066xxxx0 |
aar*********@p************.com |
|
|
|
|
|
|
64 |
20 |
102 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| I Financial |
1901 NW Military Hwy # 102, San Antonio, TX 78213 |
|
21034xxxx6 |
inf*@y***************.com |
|
|
|
|
|
|
131 |
76 |
133 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dickson Wealth Management of Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
83033xxxx4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Soarion Wealth Solutions |
150 Cable Ranch Rd Suite 200, San Antonio, TX 78245 |
|
21067xxxx3 |
jdo*@s******.org |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Christian E Pliego |
3512 Paesanos Pkwy Suite 205, San Antonio, TX 78231 |
|
21068xxxx9 |
a.j*********@e**********.com |
4.6 |
9 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Phillip Friesen - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx4 |
rbc*********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Private Wealth Asset Management |
112 E Pecan St, San Antonio, TX 78205 |
|
21066xxxx0 |
aar*********@p************.com |
|
|
|
|
|
|
50 |
20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kercheville Investment Advisors |
15750 W Interstate 10 10, San Antonio, TX 78249 |
|
21069xxxx0 |
cas*******@k**********.com |
4 |
26 |
|
|
|
|
162 |
|
167 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Chris Reddick Financial Planning, LLC |
543 Tranquil Oak, San Antonio, TX 78260 |
|
21021xxxx0 |
cre*****@c*************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Greg Bowman - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx2 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Corey T. Cunningham |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx8 |
ale*********@m*.com |
3 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Capital Edge Wealth Advisors of Raymond James |
10999 I-10 Suite 305, San Antonio, TX 78230 |
|
21089xxxx3 |
aar************@r***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Crossvault Capital Management |
7373 Broadway, San Antonio, TX 78209 |
|
21022xxxx9 |
csv****@c*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
San Antonio, TX |
|
21080xxxx7 |
ann********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Alamo Insurance and Wealth Management |
2101 Lockhill Selma Rd Ste 2107, San Antonio, TX 78213 |
|
21056xxxx0 |
1rc***********************@d*************.com |
|
|
|
|
4.6 |
11 |
94 |
7 |
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Paul H Darr - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx6 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Jacob A. Warren - Financial Planning HQ |
8122 Datapoint Dr #804, San Antonio, TX 78229 |
|
21074xxxx7 |
|
5 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Claybourn Frakes Wealth Advisory Services |
1027 Austin Hwy, San Antonio, TX 78209 |
|
21075xxxx0 |
inf*@c**************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Exencial Wealth Advisors |
7373 Broadway Suite 400, San Antonio, TX 78209 |
|
21073xxxx8 |
abe****@e*************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Corient |
112 E Pecan St #525, San Antonio, TX 78205 |
|
80029xxxx8 |
bry**********@c******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| AC Financial Investments & Wealth Management |
242 W Sunset Rd Ste 101, San Antonio, TX 78209 |
|
21023xxxx6 |
alb***@a****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Tramontano Wealth Partners |
17806 I-10 Suite 210, San Antonio, TX 78257 |
|
21089xxxx7 |
abc****@r*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LLG Financial Group - Ameriprise Financial Services, LLC |
10001 Reunion Pl Ste 422, San Antonio, TX 78216 |
|
21024xxxx8 |
bra********@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| RBC Wealth Management Branch - San Antonio |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx0 |
rbc*********@r**.com |
5 |
2 |
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Financial Planning Association |
12526 La Aventura St, San Antonio, TX 78233 |
|
21082xxxx0 |
adm**@f******.org |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Managers Inc |
15303 Huebner Rd Bldg. 10, San Antonio, TX 78231 |
|
21034xxxx4 |
che*****@m*****************.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Wealth Management |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
ale*********@m*.com |
4.1 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Clipper Wealth Management, LLC |
16170 Jones Maltsberger Rd #102, San Antonio, TX 78247 |
|
21049xxxx9 |
amy*********@l**.com |
5 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ian Davis - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx2 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PAX Financial Group, LLC |
270 N Loop 1604 E STE. 200, San Antonio, TX 78232 |
|
21088xxxx0 |
dxx*****@p****************.com |
4.5 |
15 |
|
|
|
|
1168 |
|
1200 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Money Concepts |
85 NE Interstate 410 Loop, San Antonio, TX 78216 |
|
21073xxxx3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1900 Wealth |
1777 NE Loop 410, San Antonio, TX 78217 |
|
21073xxxx0 |
dro******@1*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Arrow Wealth Advisors |
400 N Loop 1604 E #280, San Antonio, TX 78232 |
|
21054xxxx7 |
dan@a******************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glenn E Welch - Morgan Stanley |
755 E Mulberry Ave Suite 300, San Antonio, TX 78212 |
|
21030xxxx3 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| CAPTRUST |
700 N St Mary's St #100, San Antonio, TX 78205 |
|
21082xxxx6 |
aar*********@c*******.com |
5 |
1 |
|
|
|
|
445 |
62 |
569 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| TLWM Financial |
40 NE Interstate 410 Loop # 644, San Antonio, TX 78216 |
|
21054xxxx0 |
bri**@t************.com |
3.7 |
3 |
|
|
|
|
707 |
|
750 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Blair M Short |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| South Texas Wealth |
8000 W Interstate 10 Ste. 920, San Antonio, TX 78230 |
|
21096xxxx9 |
inf*@s***************.com |
5 |
4 |
|
|
5 |
27 |
8467 |
3 |
8400 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| William Hrynyshyn, CFP, CRPC - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx4 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Alberto J Maycotte |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx4 |
alb*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ameriprise Financial |
7800 I-10 #622, San Antonio, TX 78230 |
|
21040xxxx8 |
|
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Platinum Wealth Solutions of Texas, LLC |
3522 Paesanos Pkwy #100, San Antonio, TX 78231 |
|
21099xxxx0 |
eva*****@p********.com |
5 |
1 |
|
|
|
|
204 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Trajan Wealth |
401 E Sonterra Blvd Suite 375, San Antonio, TX 78258 |
|
80083xxxx9 |
abi****@t***********.com |
|
|
|
|
4.6 |
53 |
1757 |
13 |
1800 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Adams Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21036xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Client Centric Wealth Management |
19230 Stone Oak Pkwy #315, San Antonio, TX 78258 |
|
21080xxxx9 |
|
5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mission Advisors |
Weston Centre, 112 E E Pecan St #1425, San Antonio, TX 78205 |
|
21032xxxx0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Doug Stone - Financial Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
21088xxxx0 |
dou************@a***.com |
5 |
1 |
|
|
|
|
26 |
|
26 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wells Fargo Advisors |
777 E Sonterra Blvd Suite 175, San Antonio, TX 78258 |
|
21040xxxx0 |
a-w***************@w*****************.com |
5 |
2 |
|
|
|
|
188292 |
|
189000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Seasons Wealth, LLC |
11503 NW Military Hwy # 301, San Antonio, TX 78231 |
|
21095xxxx7 |
kri*@s********.com |
5 |
1 |
|
|
|
|
246 |
|
263 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor Shawn P Gosdin |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
bro*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Davidson Capital Management Inc. |
8000, 970 I-10 W Suite, San Antonio, TX 78230 |
|
21041xxxx9 |
dav*****@d**********.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Antonio Pina-Zentella |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx7 |
ant******************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Noah Acevedo |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx8 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J.P. Morgan Private Bank |
200 E Basse Rd Floor 1, Suite 102, San Antonio, TX 78209 |
|
21084xxxx4 |
acc******************@j*******.com |
3.2 |
5 |
|
|
|
|
90123 |
|
115000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Brian Callahan - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Retire With Jim Hanna Wealth Advisors |
2634 Kerrybrook Ct, San Antonio, TX 78230 |
|
21064xxxx0 |
inf*@h******************.com |
5 |
4 |
|
|
|
|
188 |
6 |
195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Adalberto Cuevas |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx9 |
ada*************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Concierge Wealth Consulting Group - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx3 |
ade********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| LibertyCrown Financial Planning |
4242 Woodcock Dr Amistad Bld #160, San Antonio, TX 78228 |
|
21076xxxx0 |
inf*@l**********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Scott Bolton - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
83089xxxx8 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Anthony Quintanilla |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx4 |
ant****************@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: John V Lerma |
9311 San Pedro Ave Suite 1430, San Antonio, TX 78216 |
|
21034xxxx1 |
a.j*********@e**********.com |
5 |
2 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bank of San Antonio Wealth Advisors |
1900 Northwest Loop 410, Castle Hills, TX 78213 |
|
21042xxxx0 |
d_b****@t************************.com |
3 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bryan Scott, CFP - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx9 |
bry********@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Freedom Wealth - Rene P Soliz III, Wealth Advisor |
16797 San Pedro Ave, San Antonio, TX 78232 |
|
21037xxxx6 |
inf*@f***************.com |
5 |
16 |
|
|
|
|
|
|
132 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Skillrud & Associates - Ameriprise Financial Services, LLC |
8000 I-10 Ste 100, San Antonio, TX 78230 |
|
21088xxxx0 |
dev*******@a***.com |
5 |
1 |
|
|
|
|
|
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Albert Steves - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx0 |
acc**********@m************.com |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mark Stuckless, CFA - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 400, San Antonio, TX 78216 |
|
21080xxxx9 |
ale*******@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charles Lutz IV - CFS* Senior Investment Advisor at Credit Human |
1703 Broadway, San Antonio, TX 78215 |
|
21025xxxx2 |
aar*********@c**********.com |
|
|
|
|
|
|
2267 |
464 |
2700 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| John Trusela - Private Wealth Advisor, Ameriprise Financial Services, LLC |
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 |
|
21058xxxx0 |
dns*****@a***.com |
5 |
1 |
|
|
|
|
171 |
|
169 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Genesis Wealth Management |
19707 W Interstate 10 Frontage Rd Suite 108, San Antonio, TX 78257 |
|
21068xxxx0 |
bob*****@g**************.com |
|
|
|
|
|
|
631 |
|
647 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Beacon Pointe Advisors |
7801 Broadway Suite 220, San Antonio, TX 78209 |
|
21025xxxx2 |
a.c***@b***********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Global Wealth Advisors |
500 N Loop 1604 E # 250, San Antonio, TX 78232 |
|
21036xxxx7 |
abu@g*********.net |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kenneth Lee Watson - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
83089xxxx2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Best Invest |
16118 Via Shavano ste 100, San Antonio, TX 78249 |
|
21088xxxx0 |
cva*****@r***************.com |
4.7 |
10 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Empower Wealth Advisors |
4358 Lockhill Selma Rd bldg 1 suite 100, Shavano Park, TX 78249 |
|
21036xxxx7 |
inf*@g*********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Josh Zeleskey - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
93663xxxx5 |
bon************@r**.com |
|
|
|
|
|
|
24 |
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Steven M. Ogle - RBC Wealth Management Financial Advisor |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21021xxxx1 |
wms**********@r**.com |
|
|
|
|
|
|
14777 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avid Wealth Partners |
17806 I-10 UNIT 106, San Antonio, TX 78257 |
|
21086xxxx3 |
ali***@a*****.com |
3 |
2 |
|
|
|
|
|
|
358 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Roger Torres - Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Rene Farret |
17802 I-10, San Antonio, TX 78257 |
|
21027xxxx6 |
ale*********@m*.com |
4.5 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Craig Hottell - UBS Financial Services Inc. |
200 Concord Plaza Dr Suite 300, San Antonio, TX 78216 |
|
21080xxxx1 |
ben*******************@u**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Keith Connolly |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx6 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Nancy F De Leon |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx9 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mesquite Wealth Management Group - Ameriprise Financial Services, LLC |
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 |
|
21058xxxx1 |
add***********@a***.com |
|
|
|
|
|
|
1469 |
1 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Mesquite Wealth San Antonio - Ameirprise Financial |
1314 E Sonterra Blvd #401, San Antonio, TX 78258 |
|
21058xxxx1 |
mes***********@a***.com |
|
|
|
|
|
|
1470 |
1 |
1500 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Torres Financial Services, Inc. |
14603 Huebner Rd building 23, San Antonio, TX 78230 |
|
21034xxxx0 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Christopher Saunders - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21027xxxx7 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Fitzsimmons Group - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
21036xxxx4 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| M E O'Neill & Co |
1383 E Bitters Rd # 3, San Antonio, TX 78216 |
|
21049xxxx0 |
a@m************.com |
3.4 |
5 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Pontem Financial |
13750 San Pedro Ave Ste 110, San Antonio, TX 78232 |
|
21062xxxx5 |
bet**@p**************.com |
5 |
2 |
|
|
|
|
360 |
12 |
375 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bolton Kemp Group |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
80022xxxx2 |
rbc*********@r**.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Howard M Skillrud - Private Wealth Advisor, Ameriprise Financial Services, LLC |
8000 I-10 Ste 1513, San Antonio, TX 78230 |
|
21052xxxx3 |
dev*******@a***.com |
|
|
|
|
|
|
|
|
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Dempsey Wealth Management |
6307 Sevilla Way, San Antonio, TX 78257 |
|
21050xxxx0 |
pat****@d**********************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ingenuity Financial Services |
711 Broadway Suite 126, San Antonio, TX 78215 |
|
21034xxxx0 |
amc****@c******.com |
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Graystone Consulting - San Antonio, TX - Morgan Stanley |
7600 Broadway Suite 100, San Antonio, TX 78209 |
|
80073xxxx1 |
acc**********@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Independent Wealth Consultants |
13333 Blanco Rd Suite 116, San Antonio, TX 78216 |
|
21071xxxx0 |
alb*********@i******.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor David Villarreal |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Evergreen Wealth Advisors |
300 E Sonterra Blvd, San Antonio, TX 78258 |
|
28135xxxx8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Thomas A Immenschuh |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx1 |
bri************@b***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| J Maurice Gibbs - Financial Advisor, Ameriprise Financial Services, LLC |
100 NE Interstate 410 Loop Ste 1072, San Antonio, TX 78216 |
|
21025xxxx6 |
cyn************@a***.com |
5 |
1 |
|
|
|
|
294 |
|
306 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| PNC Private Bank |
112 E Pecan St, San Antonio, TX 78205 |
|
21037xxxx1 |
aar******@p**.com |
3.5 |
2 |
|
|
|
|
351777 |
9141 |
354000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Guided Trails Private Wealth Group - Ameriprise Financial Services, LLC |
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 |
|
21058xxxx2 |
dns*****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Martin Capital Advisors, LLP |
1100 NE Interstate 410 Loop #300, San Antonio, TX 78209 |
|
21069xxxxx4 |
cha************@m************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| The Summit Group |
342 W Woodlawn Ave #200, San Antonio, TX 78212 |
|
21029xxxx3 |
ale@t*********************.com |
|
|
|
|
|
|
|
|
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Titleist Asset Management, LLC |
777 E Sonterra Blvd #330, San Antonio, TX 78258 |
|
21082xxxx4 |
abr*****@t*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Robinson Value Management Ltd |
120 E Basse Rd # 102, San Antonio, TX 78209 |
|
21049xxxx5 |
amy@r************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Charlie Watts - Financial Advisor, Ameriprise Financial Services, LLC |
1314 E Sonterra Blvd Bldg 4 Ste 401, San Antonio, TX 78258 |
|
21058xxxx1 |
c.w****@a***.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Ryan Elkins CFP , Wealth Advisor/ Owner at Avior Wealth Management, LLC |
70 NE Interstate 410 Loop Suite 970, San Antonio, TX 78216 |
|
21082xxxx2 |
|
5 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Glass Wealth Management Co |
1250 NE Interstate 410 Loop # 333, San Antonio, TX 78209 |
|
21093xxxx1 |
gla******@g*****.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Avior Wealth Management, LLC |
70 NE Interstate 410 Loop Suite 970, San Antonio, TX 78216 |
|
21082xxxx2 |
aav******@a****.com |
|
|
|
|
|
|
148 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Texas Financial Advisory |
20650 Stone Oak Pkwy #100, San Antonio, TX 78258 |
|
21053xxxx2 |
ale*******@t*********************.com |
1 |
3 |
|
|
|
|
10 |
|
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| HilltopSecurities |
70 NE Interstate 410 Loop Suite 750, San Antonio, TX 78216 |
|
21030xxxx0 |
aar**************@h****************.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bob Donnelly - Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx8 |
aar************@r***********.com |
1 |
1 |
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| StandPoint Wealth Management of Raymond James |
745 E Mulberry Ave Ste 210, San Antonio, TX 78212 |
|
21078xxxx0 |
aar************@r***********.com |
|
|
|
|
|
|
17479 |
|
18000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Edward Jones - Financial Advisor: Lilly K Jordan, CFP® |
4940 Broadway, Suite 340, Alamo Heights, TX 78209 |
|
21082xxxx1 |
abc*******@e**********.com |
5 |
1 |
|
|
|
|
87442 |
|
100000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Wyble Graham Garcia Wealth Management |
14855 Blanco Rd, San Antonio, TX 78216 |
|
21056xxxx6 |
awy***@w********.com |
5 |
1 |
|
|
|
|
400 |
|
403 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Kerr Wealth Management Group |
303 Pearl Pkwy Suite 380, San Antonio, TX 78215 |
|
21080xxxx7 |
wms**********@r**.com |
|
|
|
|
|
|
14640 |
|
16000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Financial Advisor Andrea Arechandieta |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx2 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Katrena Shipp - TIAA Wealth Management Advisor |
17806 I-10 Suite 300, San Antonio, TX 78257 |
|
21081xxxx9 |
acc**********@t***.org |
|
|
|
|
|
|
90958 |
525 |
91000 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Frost Investment Advisors LLC |
Frost Bank Tower, 111 W Houston St 10th floor, San Antonio, TX 78205 |
|
21022xxxx1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| KMC Wealth Management |
5500 UTSA Boulevard, San Antonio, TX 78249 |
|
21083xxxx7 |
kev**@k********.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Larsen Financial Management |
11314 Whisper Dawn St, San Antonio, TX 78230 |
|
21039xxxx2 |
c18*****************************@s*****.wixpress |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| Merrill Lynch Private Wealth Advisor F Michael Wood |
1803 Broadway, San Antonio, TX 78215 |
|
21080xxxx1 |
ale*********@m*.com |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
