Tpb Wealth Advisors, LLC

Active San Antonio, TX

Tpb Wealth Advisors, LLC Overview

Tpb Wealth Advisors, LLC filed as a Domestic Limited Liability Company (LLC) in the State of Texas on Friday, May 1, 2009 and is approximately fifteen years old, as recorded in documents filed with Texas Secretary of State.

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Name
Brent R. Given 7 ~ Background Report ~	CEO Director Chairman Chief Executive Officer Chr Int CEO
Kevin Harris 2 ~ Background Report ~	President
Amy Sondergeld 4 ~ Background Report ~	CFO Chief Financial Officer
J. Bruce Bugg 26 ~ Background Report ~	Chairman Manager Director
Robert G. Ownby 1 ~ Background Report ~	President Director
Steve Lee 30 ~ Background Report ~	Manager Director
Margaret P. Pace 6 ~ Background Report ~	Manager Director
Michael A. Schott 5 ~ Background Report ~	Manager Director
Richard T. Schlosberg 4 ~ Background Report ~	Manager Director
Whitney Solcher 2 ~ Background Report ~	Manager Director
Becky Crowder 2 ~ Background Report ~	Executive Vice Presi
Gary Schweers 1 ~ Background Report ~	Chief Compliance Off
Charles Gruber 1 ~ Background Report ~	Chief Information of

Showing 8 records out of 13

8000 W Interstate 10 San Antonio, TX 78230 7373 Broadway St San Antonio, TX 78209 1900 NW Loop 410 San Antonio, TX 78213

Texas Secretary of State

Filing Type:	Domestic Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	801118010
Date Filed:	Friday, May 1, 2009
Registered Agent	J. Bruce Bugg

Corporate Notes

Source	Date	Type	Note
	5/1/2009	Certificate of Formation
	11/5/2009	Change of Registered Agent/Office
	12/31/2010	Public Information Report (PIR)
	12/31/2011	Public Information Report (PIR)
	5/23/2012	Change of Registered Agent/Office
	12/31/2012	Public Information Report (PIR)
	12/31/2013	Public Information Report (PIR)
	12/31/2014	Public Information Report (PIR)
	11/30/2015	Certificate of Amendment
	12/31/2015	Public Information Report (PIR)
	12/30/2016	Certificate of Merger
	12/31/2017	Public Information Report (PIR)
	12/31/2018	Public Information Report (PIR)
	7/2/2019	Certificate of Amendment
	12/31/2019	Public Information Report (PIR)
	3/17/2022	Certificate of Amendment

Source

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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Tpb Wealth Advisors, LLC

Active San Antonio, TX