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Sendero Wealth Managment San Antonio, TX1/18/20134/18/2013Approved
  
Hedberg SearchMinneapolis, MN5/15/20138/15/2013Approved
  
Mastrapasqua Asset ManagementSan Antonio, Texas8/6/201311/6/2013Approved
  
Deacon RecruitingSan Antonio, Texas8/8/201311/8/2013Approved
  
ConfidentialSan Antonio, TX8/13/201311/28/2013Approved
  
Deacon RecruitingSan Antonio, TX8/13/201311/28/2013Approved
  
Wells Fargo Wealth ManagementSouthwest US10/4/201311/19/2013Approved
  
Hedberg SearchMinneapolis11/20/20132/20/2014Approved
  
Hedberg SearchMinneapolis11/20/20132/20/2014Approved
  
401(k) AdvisorsSouthwest Region3/4/20146/4/2014Approved
  
Matterhorn Capital ManagementSan Antonio, TX4/8/20147/8/2014Approved
  
Mastrapasqua Asset ManagementSan Antonio, TX5/16/20147/22/2014Approved
  
Texas Legacy Wealth ManagementSan Antonio, TX1/8/20153/31/2015Approved
  
Matterhorn Capital Management, LLCSan Antonio, TX1/13/20153/31/2015Approved
  
hedberg searchMinneapolis, MN1/22/20153/13/2015Approved
  
Oklahoma Teachers Retirement SystemOklahoma City, OK5/6/20157/31/2015Approved
  
CST Brands, Inc.San Antonio5/9/20156/30/2015Approved
  
Fidelity InvestmentsWestlake TX (DFW Area)5/12/20157/31/2015Approved
  
New Planner Recruiting on Behalf of Fee Only Wealth Management Firm6/19/20158/31/2015Approved
  
Deacon Recruiting SearchSan Antonio, TX7/20/20159/30/2015Approved
  
Deacon Recruiting SearchSan Antonio, TX7/23/20159/30/2015Approved
  
Deacon RecruitingSan Antonio8/6/201511/13/2015Approved
  
South Texas Money Management, Ltd.San Antonio - downtown2/2/20164/29/2016Approved
  
Texas Legacy Wealth ManagementSan Antonio, Texas5/26/20169/30/2016Approved
  
FixThePhotoUSA5/29/20176/30/2017Rejected
  
South Texas Money ManagementSan Antonio, Texas7/6/20178/16/2017Approved
  
South Texas Money Management San Antonio, Texas7/14/20178/25/2017Approved
  
South Texas Money ManagementSan Antonio, Texas 9/5/201710/27/2017Approved
  
Catholic Life InsuranceSan Antonio Texas 1/31/20183/31/2018Approved
  
South Texas Money ManagementSan Antonio, Texas 2/6/20183/16/2018Approved