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Gary Lane Schweers

THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC·SAN ANTONIO, Texas
Series 65Clean record11 years registeredTHE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC
8000 IH 10 W, SAN ANTONIO, TX 78230CRD# 6240021Firm CRD# 150508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Lane Schweers · SAN ANTONIO, TX
Registration
CRD #6240021 · THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC
THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC
Dec 2014 – Sep 2016
SAN ANTONIO, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 15, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TPB WEALTH ADVISORS, LLC
CRD 150508 · SEC 801-70282
Employees
2
Total firm employees
Services offered by TPB WEALTH ADVISORS, LLC
Per Form ADV
Other
View all advisors at TPB WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gary Lane Schweers offer?
Gary Lane Schweers is a registered financial advisor in SAN ANTONIO, Texas.
What are Gary Lane Schweers's credentials?
Gary Lane Schweers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Lane Schweers located?
Gary Lane Schweers is based in SAN ANTONIO, Texas, last registered with THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC.
How does Gary Lane Schweers charge for services?
Gary Lane Schweers's firm is compensated through other: none. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC?
THE BANK OF SAN ANTONIO WEALTH ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Barry L Cantrell
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